Our Services

Financial Planning

Our job is to guide you on the path to pursue financial success.

Tax Planning

We educate you on the impact of withdrawing from your retirement accounts.

Investment Management

Our core focus strives for an appropriate portfolio construction tailored to the client with downside risk management.

Corporate Retirement Planning

Our fund line up is built with your employees in mind

Income Strategies

Our income techniques seek to establish steady income streams and minimizing tax consequences.

Insurance & Risk Planning

We review your existing coverage and policies that may impact your financial plan.

Social Security Optimization

Our financial plans work towards maximizing social security benefits for you and your family.

Estate Planning

We seek to distribute your assets in an effective manner while minimizing unwanted tax bills.

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.

marco.lopez@lpl.com   |  214-382-4751