Our Services

Comprehensive Wealth Management

In order to help you gain confidence in your complete financial picture, we offer a wide range of comprehensive wealth management services and strategies that are tailored to your unique needs and long-term goals.

Investments Include Access To:

Business Development Companies, REITs, and Limited Partnerships
Mutual Funds, UITs, ETFs, Stocks, and Bonds
Hedge Funds, Private Equity, and Exchange Funds
Variable, Fixed, and Indexed Annuities
Cash Management Strategies
Precious Metals

Managed Accounts

Managed Portfolios
Separately Managed Accounts

Cash Management Access To:

Online Bill Payment
Checks and VISA Platinum Debit Cards
Premier Checking Accounts and Margin Accounts
FDIC Insured, Interest-Bearing Cash Accounts*

Retirement and Wealth Planning

401(k) and Other Workplace Rollover Services
IRAs (Traditional and Roth) and Conversions
IRA Consolidations and Transfers
Retirement Income Strategies
529 Plans, Education IRAs, UGMAs, and Coverdell ESAs
Financial Strategies and Risk Assessment
Trust Services, Private Foundations, and Endowments

Business Services

401(k) and Other Qualified Plan Setup and Maintenance
Defined Contribution/Benefit Plans and Executive Compensation
Simple and SEP IRAs
Buy/Sell Strategies and Key-Person Planning
Business Succession Plan

Risk Management

Life, Long Term Care, and Disability Insurance
Comprehensive Risk Assessment
Key Person Insurance
Buy Sell Agreements

Estate Planning

Coordination with attorneys to provide:

Trust and Will Planning
Wealth Transfers and Charitable Gifting Strategies
Family Limited Partnerships
Charitable Remainder and Irrevocable Life Insurance Trusts
Donor Advised and Pooled Income Funds
Trust and Will Planning Services
Powers of Attorney, Healthcare Directives, and Pour Over Wills Analysis

The Private Trust Company

Professional Trustee Services
Tax Reporting, Filing, and Comprehensive Regulatory Compliance
Knowledgeable Management, Protection and Defense of Trust Assets**

* LPL Financial LLC is a registered broker-dealer, Member FINRA/SIPC, and is not FDIC insured; Member FINRA/SIPC however, banks available for receipt of cash sweeps within ICA do maintain FDIC membership.

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