Financial Planning

MUTUAL FUNDS:

Over 75 Families of Funds Available

ANNUITIES:

Variable and Fixed

Immediate, Deferred and Guaranteed

IRA PLANS:

Traditional, SEP IRA, Roth IRA, Educational IRA and Simple IRA

ALTERNATIVE INVESTMENTS:

Equities, REIT’s, BDC’s, structured notes, ETFs, and managed futures funds

EDUCATION PLANS:

529 Plans, Coverdell, and UTMA

ADVISORY SERVICES:             

Comprehensive Financial Plans

Retirement Planning

Assets Under Management

Model Portfolios based on risk tolerance

We use separate outside Asset Managers such as Clark Capital: https://www.ccmg.com/

 

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Other advisory services offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Professional Planning Associates are separate entities from LPL Financial.