Broker Check

Services

How We Work

Our financial services firm specializes in helping YOU develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, creating lifetime income, as well as other issues that are critical to your financial well being.

Investments

Common Stock

Money Markets

Corporate Bonds

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Government Securities

Alternative Assets

Fixed & Variable Annuity

Financial Planning

Retirement Planning

Income Planning

Tax Planning

401(k) & 403(b) Planning

Self Employed Plans

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

QDRO Planning

QLAC & RMD Planning

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Premium Financing Design

ILIT Plan Design

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.

trevor.graham@lpl.com |  913-890-3078