Our Services

We have been in business for over 27 years and have enjoyed helping many of our clients pursue their retirement goals. We are Investment Advisor Representatives. We also have numerous licenses and registrations to support the many products and services that we represent. We provide Retirement and Financial Planning. We also work with Estate Planners and Attorneys, CPA's, Long Term Care Specialists, and Elder Care Attorneys.

The many products and services that we do represent are designed around Wealth Management and Financial Planning. The following include the most popular with our clients:

-401k Rollovers

-IRA Rollovers

-72T

-72(q)

-Beneficiary Audit/Stretch IRA

-Charitable Remainder Trust (CRT)

-Third Party Money Managment

-Separately Managed Accounts (SMA)

-Mutual Funds

-ETF's

-Stocks

-Bonds

-Annuities

-Real Estate Investment Trusts (REIT)

-Life Insurance

-529 College Savings Plan

We encourage you to look around the website and if anything interests you or you would like more information, please click on Contact Us.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

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.

scott.feher@lpl.com  | 925-939-7551