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OUR SERVICES

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.

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Retirement Planning

  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • 401(k)
  • 403(b)
  • Exclusive 401(k) / Owner Only 401(k)
  • Money Purchase Plans
  • Profit Sharing Plans
  • Defined Benefit Plans

Financial Planning

  • Retirement Planning
  • Investment Planning
  • Insurance Planning
  • Education Planning
  • Tax Planning
  • Estate Planning
  • Financial Management
  • Goal Planning
  • Asset Allocation

Tax Strategies

  • Donor Advised Fund
  • Charitable Trusts
  • Tax Loss Harvesting
  • Roth Conversions
  • Investment Tax Diversification
  • Asset Based Lending
  • Tax Analysis 
  • 1031 Exchanges

Investments

  • Advisory Investment Accounts
  • Brokerage Investment Accounts
  • Mutual Funds
  • ETF
  • Bonds
  • Direct Indexing
  • Structured Products
  • Common Stock
  • Government Securities
  • Real Estate Investment Trusts (REIT)
  • Separately Managed Accounts (SMA)
  • Unit Investment Trusts (UIT)
  • Brokered CD’s

High Net Worth

  • Security Backed Line of Credits (SBLOC) / Asset Based Lending
  • Advanced Planning
  • Structured Notes
  • Direct Indexing
  • Private Capital
  • Diversifying Concentrated Stock
  • Positions

Business Planning

  • Employer Retirement Plans
  • Employee Benefits
  • Business Succession
  • Deferred Compensation
  • Employer-Owned Life Insurance

Estate Planning

  • Legacy Planning
  • Charitable Giving
  • Wills
  • Trusts
  • Estate Taxes

Insurance

Life Insurance

Disability Income Insurance

Long-Term Care Insurance

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.

taylor.bottom@lpl.com | 801-893-6798