PRODUCTS & SERVICES

We provide assistance in the following areas:

Investment Planning

Bonds
Stocks
Mutual Funds
ETFs
Educational IRAs
Traditional IRAs
Roth IRAs
SEP IRAs
Simple IRAs
Brokerage Accounts
Advisory Accounts
Variable Annuities
Company Retirement Plans

Financial Planning

Retirement Planning
Tax Planning
401(k) Planning
403(b) Planning
College Planning
Estate Planning
Company Retirement Planning
Long Term Care Planning
Legacy & Charitable Giving Planning

Insurance

Life Insurance
Long-Term-Care Insurance

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.

jane.avedikian@lpl.com | 559-222-5003