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Our Services

Individual Planning




  • Roth IRAs
  • Traditional IRAs
  • Education Planning
  • Retirement Planning
  • Required Minimum Distributions (RMD)

  • Brokerage Accounts
  • Fee-Based Accounts
  • Wealth Management, Distribution, & Transfer Planning
  • Trust & Estate Planning
Investments






  • Common Stocks
  • Preferred Stocks
  • Taxable Bonds & Notes
  • Tax-free Bonds
  • Mutual Funds


  • Real Estate Investment Trusts (REITS)
  • Variable Annuities
  • Fixed Annuities
  • CDs
Business Planning






  • 401(k) Plans
  • SIMPLE IRAs
  • SEP IRAs
  • 457 Plans
  • 403(b) plans


  • Profit Sharing Plans
  • Defined Benefit Plans
  • Buy-Sell Fund
  • Key-person Protection
Insurance



  • Life Insurance
  • Long-term Care Insurance
  • Disability Income Insurance

Legal





  • Pre-Paid Legal and ID Theft Protection and Restoration with LegalShield and IDShield
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 Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR FL GA, LA, MD, MN, NV, OR, TN, and TX

This communication is strictly intended for individuals residing in the state(s) of AL, AR, FL, GA, LA, MD, MN, NV, OR, TN and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.