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Retirement Planning

By using personal wealth management strategies, here at LPL Financial we can help ensure the income you earn from your retirement savings works hard for you.

We have a comprehensive array of innovative planning products and services - while considering such factors as financial status, family and business needs, financial goals and your time horizon - to efficiently manage your personal wealth. Through comprehensive life planning and access to trust services*, asset management , Tom Trax, CEP can help you effectively manage your wealth.

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

Personal Wealth Management Strategies

Separately Managed Accounts

Gives you access to money managers who, if engaged independently, require multimillion dollar account minimums. You will have a direct ownership of securities in the portfolio, which can have several advantages, such as custom-tailored portfolios, the ability to exclude specific securities from your portfolio for business, moral, ethical, or other reasons and tax-efficient investing.

Addition Wealth Management Services Available:


Cash Management

Long Term Care

Life Insurance

REIT (Real Estate Investment Trust)