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.