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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Individual Account Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Fee-based Asset Management Accounts
  • Mutual Funds, Stocks and Bonds
  • Education Savings Plans
  • Annuities
  • FDIC Insured Certificates of Deposit
  • Traditional, Roth and Rollover IRAs
  • Trust Services*


*Trust Services offered through The Private Trust Company N.A., an affiliate of LPL Financial.