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About Comprehensive Financial Planning Story Comprehensive Financial Planning Mission To provided comprehensive planning strategies through all seasons of life. Products Comprehensive Financial Planning and Investment Management offered through LPL Financial. Investment Planning • Brokerage Services o Stocks o Bonds o Mutual Funds o Options o Annuities o Alternative Investments • Advisory Services through LPL Financials o Fee-Based Accounts o Separate Accounts Insurance Planning • Life • Group and Individual Health • Long-Term Care • Disability Income • Medicare Supplements • Property and Casualty • Business and Commercial Planning Services • Estate Planning • College Funding • Business Continuity • Trust Services* Group Health Insurance and Benefits • Health Insurance • Life • Long Term Care • Dental/Vision Retirement Plans • 401(k) Plans • SIMPLE IRAs • SEP IRAs • Deferred Compensation • Defined Benefit Plans Business Life Insurance Plans • Buy/Sell Agreements • Key Person Life Insurance • Corporate Owned Life Insurance • Business Succession Planning Other Services • Business Acquisitions and Disposition • Consulting Services Disclaimer: The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of the following states: AL, AR, AZ, CA, CO, DC, FL, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NY, OH, OK, OR, PA, TN, TX, VA, VI, WI
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