Products and Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Bonds

CDs

Treasury Bills, Notes, and Bonds

Other Government Securities

Common Stock

Structured Products

Alternative Investments


Financial Planning

Traditional, ROTH, and SIMPLE IRAs

Money Purchasing Plans

Profit Sharing Plans

401(k) Planning

403(b) Planning

Tax Planning

College Planning

Estate Planning

Trust Services*

Insurance

Disability Income Insurance

Long-Term-Care Insurance

Variable Annuities

Life Insurance

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. 

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Susan.Wilkinson@LPL.com | 434-202-2521