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Services

How We Work

We invest ourselves in helping our clients meet their long-term goals and provide them with the time and attention it takes to create personalized investment plans. No two clients are alike, which is why we offer a comprehensive suite of services designed to address your unique needs, wherever you are in life:

Wealth Management

We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We can assist with:

  • Bonds
  • Stocks
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Government Securities
  • Brokerage Accounts
  • Alternative Investments
  • Variable Annuities

Financial Planning Strategies

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:

  • Retirement Planning Strategies
  • Income Planning Strategies
  • College Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Analysis Strategies

Insurance

Do you have the right insurance to help protect your assets? We can help you address your insurance needs and assess appropriate options, including:

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance

We encourage you to contact us today to learn more about our personal, high-touch investment process.

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.

anthony.martin@lpl.com | (512) 347-0046