Services and Strategies

Our firm specializes in helping individuals develop sound financial strategies–please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, to help take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today 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 independence.

We offer access to the following:


Investments


Wealth Management Strategies

Mutual Funds

Managed Accounts

Asset Allocation

Fixed and Variable Annuities

IRA Consolidation/Rollovers

Tax-Advantaged Strategies*

403(b) Plans

401K plans

Asset Planning and Estate Conservation

Pension Payout Alternatives and Evaluation

Lump Sum Pension Distribution

Charitable Giving Strategies*

Estate Conservation Strategies*

Business Continuation and Preservation Strategies

Life Insurance

Long Term Care Insurance

Leaving an Inheritance

Family Planning


Education Funding Strategies

529 Plans

UTMA/UGMA

Special Needs Strategies

Disability Income Insurance

Mortgage Protection (through life insurance and disability income insurance)

*I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.

For more information about our firm and the services we offer, send us a quick email or call the office. *I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.

chris.sordello@lpl.com   |  781-245-3038