Our Services
We as advisors develop a customized financial program. We will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate planning strategies to suit your vision and objectives. We will craft a personalized process and customize strategy through the following products and services:
- Investment Plans / Planning
We have to match your risk, your risk tolerance and your timeframe in an effort to maximize potential return. Learn about our flexible plan investments. - Retirement strategies - Retirement plan consultants
When do you want to retire and how? You might have something in mind but after reviewing your files we may need to make a few adjustments to get you there. - NY estate planning
Who do you want to leave your money to or how would you like your things divided? How can you make things as simple as possible for yourself now and your loved ones later on? Answer the question “Are survivorship life insurance policies helpful in elder/estate planning? - Insurance and annuity products
These are the things that will help us protect against the “what ifs” such as “what if I lose my job? What if I have a disability? Is there enough money for my family to be secure?” - Tax management
It is true, nobody likes to pay Uncle Sam. But by doing so, you are avoiding unpleasant surprises and protecting your loved ones from having to clean up your mess later.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.