Brokerage Services

SMART PLANNING LEADS TO SMART INVESTMENTS.

Our Brokerage Services: We offer a wide array of accounts and investment options through LPL Financial, our Broker Dealer. We determine the most appropriate accounts and investments based on a series of conversations with our clients.

Account Types include:

    • IRAs: Traditional, Roth, SIMPLE, SEP
    • Trust Accounts
    • Corporate Accounts
    • Custodial Accounts
    • Direct Accounts
    • 529 College Savings Plans

Investment Options include:

    • Stocks
    • Bonds (Municipals, Treasuries, Corporates)
    • Mutual Funds
    • Exchange Traded Funds (ETFs)
    • Closed End Funds
    • Real Estate Investment Trusts (REITs)