Products & Services
At LPL Financial, we provide assistance in the following areas:
Investments
- Fee Based Asset Management
- Strategic Asset Management
- Separately Managed Accounts
- Portfolio Management
- Common Stock
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Bonds
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuities
- Brokerage Accounts
Financial Planning
- Retirement Plans
- Tax Plans
- 401 (k) Planning
- 403 (b) Planning
- College Plans
- Estate Plans
- Money Management
- Money Purchasing Plans
- Profit Sharing Plans
Insurance
- Disablility Income
- Life Insurance
- Long Term Care
Tax Planning
- Relocation Tax Issues
- State Tax Return Preparation
- Representation Before the IRS
- Individual Tax Planning
- Business Start Up, Counsel and Corporate Taxes
- Individual Tax Preparation and Planning
- Small Business Accounting Services
- IRS and State Tax Audits
- Income, Gift and Estate Tax Returns