We are part of the LPL Financial Holding, Inc. family. LPL Financial manages $958 billion in wealth assets through independent advisors in all 50 states. Our particular team is physically located in Washington State and Florida, but we manage assets across a number of states. We provide our customers with optimized financial services in the following areas:
- Optimizing retirement planning for individuals and small business
- Estate and wealth transfer strategies to reduce tax exposure
- Diversifying your wealth portfolio aiming to mitigate market shocks
- Managing risk from life events that can devastate your portfolio and family income through appropriate insurance coverage
- Offering annuities that seek to provide guaranteed lifelong income after retirement
