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Lebanon-Based Financial Planning

Your “One-Stop Shop” For All Things Financial

We are uniquely positioned to help with most everything that life might throw at you pertaining to your finances. We have also networked with other professionals who can help serve you in areas we do not cover, and who we believe share our same values and our commitment of doing what’s best for our clients.

Financial Planning

We are Registered Representatives and Investment Advisor Representatives of LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.  All securities and advisory services listed below are offered through LPL Financial:

  • Fee-based Financial Planning and Investment Advisory services, which may include:
    • Discretionary Investment Account Management
    • Retirement Planning, including:
      • Social Security planning
      • Retirement Plan Distribution planning
      • Pension planning
      • Health-care expense planning
      • Retirement Income planning
    • Estate Distribution, Preservation, and Maximization planning
    • Charitable Gift Planning, pre and post death
    • College Funding Planning
    • Basic Financial, Cash Flow, Debt Reduction and Risk Management planning
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