Services
Services
Your Personal Financial Planning
Estate Planning & Charitable Giving*
Wills - Review Beneficiaries
Power of Attorney - Review for accuracy
Trusts
Irrevocable Life Insurance Trusts
Estate Taxes - Review methods to reduce them
Charitable Giving & Trusts
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., and affiliate of LPL Financial
Concierge Services
- Coordinate with other advisors such as your attorneys and accountants.
- Hold regular meetings and ensure that all planning is well coordinated and implemented.
- Maintain copies of documents such as insurance policies, estate planning and legal documents, and tax returns.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
pwaplan@lpl.com | 630-716-3600