Stocks & Mutual Funds

You have your own unique goals, and your investment portfolio should help you achieve them. We can recommend an appropriate mix of stocks, bonds and mutual funds to meet your short and long-term investment goals.

  • Provide quotes on stock market prices
  • Place trades for stocks, bonds and ETFs or buy mutual funds
  • Options and margin trading also available
  • Use your FPCU account to settle your transactions automatically
  • Get experienced advice on every transaction
Estate Planning & Trusts*

We offer integrated, comprehensive and customized financial strategies to help you grow and preserve your wealth. It's never too early to begin thinking about your legacy or to shape your estate plan. You don't need to be a millionaire to have an estate plan.

  • Protect and transfer wealth to your heirs
  • Preserve estate value while minimizing the administrative burden on family and heirs
  • Establish a trust to hold your assets
  • Asset-specific analysis and planning
  • Minimize tax implications

*LPL Financial does not offer trust services.

Personal Asset Management

Whether you're an experienced investor who can't devote the time you'd like to your portfolio or someone who wants to have little to no involvement in making investment decisions, we can help:

  • Build a customized investment program for you
  • Create a tax-efficient investment strategy
  • Actively manage and rebalance your portfolio
  • Make buy, sell and hold decisions for you
  • Send you regular progress reports so you know how your investments are performing
Let Us Do the Work

No matter your needs or goals — retirement, wealth accumulation or estate planning — our Financial Consultants can get you started on the right track. We focus on understanding your goals, time horizon and risk tolerance, and then build an asset allocation* strategy and investment plan tailored to you. It's your money and we want to make sure it works its hardest for you.

  • Planning based on a personal, ongoing relationship with one of our Financial Consultants
  • Free initial consultation with a Financial Consultant
  • A personalized financial plan just for you
  • Help managing your portfolio and making buy, sell and hold decisions
  • A broad product diversification to help manage risk and pursue growth

*Asset allocation does not ensure a profit or protect against loss.