Our Services

What We Offer

Whether you’re new to investing or need complex financial planning, we offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, preserving wealth, and estate conservation. We work with people from many walks of life, and often with many generations within a family.

We understand the many challenges of life 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

401(k)
403(b)
Asset Allocation
College/529 Accounts
Defined Benefit
Estate
Money Management
Money Purchasing
Profit Sharing
Retirement
Tax Planning

Small Business - Simple IRA, SEP, 401(k), 403(b), Profit Sharing, Pension, Defined Benefit

Investments

529 Accounts
Alternative Investments
Annuities
Asset Allocation
Bonds-Corporate, Municipal, Treasury
Brokerage Accounts
CD’s
Educational Planning
Government Securities
Money Market
Mutual Funds
Roth IRA
Separately Managed Accounts
SEP IRA
Simple IRA
Stocks
Traditional IRA
Treasuries

Insurance

Annuities

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

brian.padrick@lpl.com  |  (805) 499-5700