Locations: Dallas - Plano - Midland - Houston - San Angelo

Product Services

Products

  • Option
  • Bond
  • Insurance
  • Fee Based Advisory Program**
  • FDIC Insured CD
  • Mutual Fund
  • Money Market Checking
  • ETF
  • Stock

Investment Planning

  • Employee Stock Options
  • Risk Management
  • Manager Selection
  • Customized Portfolio
  • Global Perspective
  • Advisory Program**
  • Alternative Investments
  • Asset Allocation
  • Concentrated Position
  • Rebalancing Strategies

Retirement Planning

  • SEP
  • Roth IRA
  • Annuities
  • Traditional IRA
  • 401k
  • Defined Benefit Plan
  • 403b
  • Simple IRA
  • Profit Sharing Plan

Education Planning

  • Coverdell Education Savings Account
  • Financial Aid Guidance
  • Custodial Account (UTMA/UGMA)
  • 529 Prepaid Tuition Plan
  • Zero Coupon Muni Bond
  • 529 College Savings Plan
  • Savings Bond

Insurance Planning

  • Disabillity
  • Whole Life
  • Long Term Care (Partnership in C)
  • Universal Life
  • Fixed Aunnuity
  • Term Life
  • Variable Annuity
  • Variable Life

Estate Planning

  • Dynasty Trust*
  • Revocable Living Trust*
  • Special Needs Trust*
  • Charitable Trust*
  • Testamentary Trust*
  • Gifting & Wealth Transfer Strategies
  • Credit Shelter Trust*
  • Beneficiary Designation
  • Irrevocable Life Insurance Trust*
  • Transfer on Death (TOD)

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

**Advisory services offered through LPL Financial, a Registered Investment Advisor.