Our Services

How We Work

As individuals as well as financial advisors, we diligently work to foster valuable relationships with our clients. This allows us to determine investment opportunities that best suit you as we guide you on the journey to financial freedom. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Bonds

Common Stock

529 IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Planning

401(k) Planning

403(b) Planning

College Plans

Estate Planning

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income 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.

patrick.lodes@lpl.com | (314) 394-1670