Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from year to year, and 2021 is bringing an increase in premiums for participants. The good news is, there are other ways to save on Medicare costs.
- Investment & Portfolio Management
- Business Succession Planning
- Corporate Retirement Plans
- Family Partnerships
- Charitiable Planning
- Access to Lending Services through our Affiliates
- IRAs & IRA Rollovers
- Estate & Elder Services
- Education Funding
- Trustee Services
- Insurance Solutions
Our focus is on providing fee-based financial advisory services. There are no commissions charged on advisory accounts. Instead, based upon the assets under management, an advisory fee is charged.
Our holistic approach to wealth management is an excellent fit for many people who value a one-stop approach when pursuing their financial goals.
A CERTIFIED FINANCIAL PLANNER™ professional at LPL works with you to develop a strategy tailored to your needs using a variety of products and services.