Services
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
Wealth Protection
Life Insurance Needs
Annuities
Long Term Care
Disability protection
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