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Portfolio

Through our affiliation with LPL Financial & Stratos Wealth  Parntners, we provide access to a wide-range of diversified financial products.  Together, we offer you the objectivity of working with an independent financial consultant combined with the stability and strength to access the world's financial markets and a wealth of investment resources. Below is a detailed list of financial product and service offerings through LPL Financial & Stratos  Wealth Partners.


Cash Management

  • Daily sweep accounts
  • Money markets
  • Online account access

Retirement Accounts

  • IRAs
  • SEP/IRAs
  • Roth IRAs
  • Education IRAs
  • Simple IRAs
  • Defined contribution
  • Money-purchase pension plan
  • Profit-sharing plan
  • 403(b)
  • 401(k)

Mutual Funds

  • Open-end funds
  • Closed-end funds
  • Dividend reinvestment

Asset Management

  • Independent manager search
  • Performance monitoring and reporting
  • Wrap-fee accounts
  • Asset allocation
  • Outside managed accounts

Bonds

  • Corporate

Insurance & Annuities

  • Fixed annuities
  • Variable annuities
  • Term life
  • Variable life
  • Universal life
  • Whole life
  • Disability
  • Long-term care

And More . . .

  • Education and 529 plans

For more information on any of the above investment products and services, please contact your representative.