Through LPL Financial and our brokerage relationships, we have a full range of products available to help you ‘fill the Gap’ and meet your needs. These include:
Qualified Retirement Plans for businesses and individuals
- 401(k), Profit Sharing, Defined Benefit, Age Weighted/New Comparability, etc.
- IRA, Roth IRA, SEP IRA, SIMPLE IRA
- Life Insurance, including term, universal life, variable universal life, whole life, equity indexed life, etc.
- Disability insurance, including individual, group, business overhead expense, etc.
- Long Term Care coverage
- Annuities, including fixed, variable, immediate, etc.
- Medical insurance for both groups and individuals, including Medicare supplements
- Fee based asset management with a variety of managers to choose from
- Alternative investments
- Mutual funds and Exchange Traded Funds (ETFs)
- College savings and 529 plans
While referrals are not technically a product, they are part of the service we provide. We have a network of qualified, caring professionals to assist with your needs in the following areas:
- Attorneys specializing in business, real estate, estate planning, family law, pension law and other areas
- CPAs and accountants
- Business consultants
- Business valuation specialists
- Real estate agents and mortgage brokers
We are also happy to provide a ‘second opinion’ on financial matters for any friends or family who might need one.