Individuals & Families
Most successful investors make their money over time, not overnight. As Registered Representatives of LPL Financial, we'll take the time to develop an investment approach that will help you:
- Invest for Retirement
- Save for College
- Work toward the financial future you envision
- Properly allocate assets
- Simplify your financial recordkeeping
We develop a plan that helps to address your financial objectives and continually monitor your assets, periodically suggesting allocation changes. We regularly use the following types of investment vehicles for our clients:
- Mutual Funds
- ETFs
- Stocks
- Corporate Bonds
- US Treasury Securities
- Municipal Bonds
- College Savings Plans
- Annuities
- Insurance
Asset allocation does not ensure a profit or protect against a loss.