Services
Financial Planning and Services
How We Work
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.
Financial Planning
Retirement Planning
College Planning
Holistic Financial Planning
Individual Financial Plans
401(k) Planning
403(b) Planning
Investments
Portfolio Management
Municipal & Corporate Bonds
Common Stocks
Mutual Funds
Exchange Traded Funds
Unit Investment Trusts
Traditional & Roth IRAs
SIMPLE & SEP IRAs
401(k) Plans
Decedent/Beneficiary IRAs
Brokerage Accounts
529 College Savings Accounts
Coverdell Education Accounts
Estate & Trust Accounts
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Insurance
Term Life Insurance
Whole Life Insurance
Fixed Rate Annuities
Variable Annuities
Disability Income Insurance
Long Term Care Insurance
For more information about our firm and the services we offer, send us a quick email. We would welcome the opportunity to work with you.
l.yamamoto@lpl.com