Our Services
All that we do is designed to help you and your family move closer to where you want to go.
At Family Business Wealth, our objective is to assist our clients in the dynamic process of understanding a myriad of life objectives, analyzing current circumstances, developing a plan, implementation of this plan and ongoing maintenance and re-evaluation of objectives and the plan itself.
Along with other members of our clients’ financial team, we are able to collaborate to help ensure that all pieces of our clients’ financial pies compliment each other and serve a specific purpose.
This is not about stocks or bonds, mutual funds or annuities. It is about utilizing tools such as these and others on purpose with specific family objectives in mind.
Thanks to our broker-dealer, LPL Financial, we are able to assist our clients with planning in the following areas:
- Investment Management
- Account Aggregation
- Asset Allocation
- Comprehensive Financial Plans
- Trust Services (LPL Financial Representatives offer access to Trust Services through Private Trust Company N.A., an affiliate of LPL Financial)
- Retirement Planning
- Education Planning
- Collaboration with CPA, Attorneys, Bankers, Mortgage Professionals and other related team members
- Life and long term care insurance
The tools which we utilize include, but are not limited to:
- Stocks
- Bonds (tax free and taxable)
- Mutual Funds
- Retirement Plans
- Exchange Traded Funds (ETFs)
- Real Estate Investment Trusts (REITs)
- Fixed Annuities
- Life Insurance