Broker Check

Our Services- OLD

At the Aprisent Financial Group we provide assistance in the following areas:

Investment Management

  • Fee-Based Advisory Accounts
  • Separately Managed Accounts
  • Trust and Corporate Accounts
  • Tax Advantaged Investing
  • Real Estate Investment Trusts
  • Stocks
  • Stock Options
  • Concentrated Stock Positions
  • Deferred Compensation
  • Structured Notes
  • Corporate Bonds
  • Government Securities
  • Municipal Bonds
  • Preferred Stock
  • Alternative Investments
  • Unit Investment Trusts


Retirement Planning

  • Individual Retirement Accounts
  • 401 (k) Plans
  • Profit Sharing Plans
  • Simple IRA
  • SEP IRA
  • Roth IRA
  • Defined Benefit Plans
  • Employer Sponsored Plans

Financial Planning

  • Comprehensive Financial Plans
  • Retirement Plans
  • Portfolio Review
  • Business Planning
  • Trust Services*
  • Wealth Management
  • Estate Planning
  • Education Planning

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Insurance Review and Analysis

  • Insurance Reviews
  • Term Life Insurance
  • Variable and Fixed Annuities
  • Long Term Care Insurance