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| Additional information |
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| L.P. Financial Advisors, Inc. |
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Overview:
Areas of Focus
We offer the following services :
Retirement planning for businesses and individuals
Investment Advisory services for either a fee or commission
Stocks, bonds, options, mutual funds, and UITs
Tax advantaged investments
Life insurance, annuities, and long-term health care insurance
Estate planning services
Trust services
Banking
Section 529 College Savings Plans (please see the Useful Links tab on our Home Page for in-depth and informative 529 Plan web sites )
RETIREMENT PLANNING FOR BUSINESSES AND INDIVIDUALS
For our individual and business clientele, we will examine your company to determine what type of retirement account would best fit your situation. We prepare retirement cash flow analyses for individual clientele to estimate the funds necessary to retire, and the amount of time required to achieve retirement.
We offer the following retirement plans :
IRAs (Traditional, Roth and Education)
IRA Rollovers
SIMPLE IRA ( Great for small business owners)
Solo 401k
Simplified Employee Pension Plans ( Great for the one man shops)
401k and 403b Plans
Money Purchase and Profit Sharing Pension Plans
Defined Benefit Plans
EQUITY INVESTING (INDIVIDUAL STOCKS)
We utilize the investment recommendations of DLJ, and Credit Suisse First Boston and other outside advisory services to choose individual stocks for our clientele.
MUTUAL FUNDS
With the help of NFS LLC mutual fund research department, we assist clients with the selection of load or no-load mutual funds. We utilize disciplined criteria to choose from among the over 7,000 available mutual funds.
ANNUITIES
We offer fixed and variable annuities of all types.
ESTATE PLANNING SERVICES
If your estate is in excess of $3,000,000, proper estate planning can minimize or eliminate the estate tax liability. We will prepare a comprehensive plan for you to review with your estate planning attorney or CPA.
INCOME PRODUCING INVESTMENTS
We offer a wide variety of investments that generate income on a monthly or less frequent basis. These include government bonds, corporate bonds, tax-free bonds, mortgage-backed bonds, and CDs.
FEE-BASED ACCOUNTS
The accounts allows our clientele to enjoy unlimited trading of stocks, bonds, load and no-load mutual funds, and more-all within the same account, and with no traditional commissions.
INTERNET ACCOUNT ACCESS
Our clientele are able to view their accounts through the Albridge Investor Access service. Investor Access allows our clients to link any of their accounts custodied at Albridge for convenient viewing online. Individual linked accounts are accessed from a summary screen, which provides in-depth information on the entire portfolio (including individual holding`s profit or loss).
Individuals should consult with their tax/legal advisors before making any tax/legal decisions, as Securities Service Network Inc, does not provide tax/legal advice.
Securities offered exclusively through Securities Service Network, Inc. Member FINRA/SIPC. |
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+1 800 481 3387 |
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