Our Services
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
*available through LPL Financial
Retirement Planning
- Individual Retirement Accounts
- 401 (k) Plans
- Profit Sharing Plans
- Simple IRA
- SEP IRA
- Roth IRA
- Defined Benefit Plans
- Employer Sponsored Plans
- Money Purchase Pension 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
- Life Insurance
- Variable and Fixed Annuities
- Long Term Care Insurance