Broker Check

Competitive Services

We represent our clients in the financial product marketplace. Acting as your advocate, we do that work as professionally as we do everything else, making sure that what we bring you is competitive and, most importantly, ensuring that it fits your wealth plan. 

Financial Planning & Consultation


Cash Flow Planning 

Investment Planning

Retirement Planning

College Funding 

Risk Management

Tax Reduction Strategies

Estate Planning

Business Succession Planning 

Investments & Products


Mutual Funds

Common Stocks

Brokerage Accounts

Managed Asset/Advisory Accounts

Rollover IRA

Traditional IRA

Roth IRA

Educational IRA

529 College Savings

Variable Annuities

Indexed & Fixed Annuities

1031 tax-free real estate exchanges

Non-traded REITs

Donor Advised Funds

Insurance


Life Insurance 

Disability Income Insurance

Long-Term Care Insurance

Insurance Review & Analysis

Business Insurance & Investment Products


Buy/Sell Agreement Protection

Key Man/Person Insurance

401(k) & 403(b)

SEP and SIMPLE IRA's

Profit Sharing/Money Purchase Plans

Cross-tested Profit Sharing Plans

Defined Benefit Plans

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.

Hooman.omidpanah@lpl.com
(770) 799-7007