Products & Services
Investor Services
- Education Planning
- Trust Services*
- Retirement Income Planning
- High Net Worth Consulting
- Separately Managed Accounts
- Advisory Accounts
- Brokerage Accounts
- Traditional IRA’s
- Roth IRA’s
- Rollover IRA’s
- 401(k) Plans
- 403(b) Plans
Investments
- Government Bonds
- Municipal Bonds
- Corporate bonds
- REIT’s
- Common Stocks and American Depository Receipts
- Exchange Traded Funds
- Mutual Funds
Insurance
- Life Insurance
- Long Term Care Insurance
- Disability Insurance
- Fixed and Variable Annuities
Employer Retirement Plan
- Simple IRA
- SEP IRA
- 403(b) Plan
- 401(k) Plan
- Money Purchase Pension Plan
- ESOP
- Cash Balance Plan
- Profit Sharing Plan
Retirement Plan Fiduciary Support Services
- Investment Policy Statement Assistance
- Service Provider Liaison
- Ongoing Investment Monitoring
- Performance Reporting and Comparisons
- Ongoing Investment Recommendations
- Education Service to Plan Investment Committee
- Participant Education
- Assistance with Changes in Investment Options
- 404© Assistance
- Qualified Default Investment Alternative Assistance
- Plan Search and Vendor Analysis
- Benchmarking Services
- Assistance Identifying Plan Fees and Expenses
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.