Services

How We Work

Our firm specializes in helping individuals 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, as well as other issues that are critical to your financial well being.

Financial Planning

Cash Flow Optimization

Investment Synchronization

Risk & Insurance Analysis

Tax Planning

Estate & Trust Structuring

Charitable Giving Strategy

Education Funding Planning

Retirement Planning

Plan Design

Investment Selection & Monitoring

Employee Education & Advice

Fiduciary Management

Vendor Selection Support

Investment Policy design

Portfolio Management

Discretionary Portfolio Management

Advanced Assets Allocation

Risk Analysis

Investment Policy Design

Manager Selection

Portfolio Review

Weather Protection

Life Insurance Needs

Annuities

Long Term Care

Disability protection

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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.

jonathan.peirson@lpl.com | (513) 202-6228