Retirement PlanningEducation Planning & 529 PlansProfessional Asset ManagementFinancial Planning
Your LPL financial advisor has access to a broad array of investment products such as mutual funds, annuities, individual stocks and bonds, or separately managed accounts from independent money managers. Individually, or in conjunction with other retirement accounts, these investment strategies may offer you additional avenues to pursue your retirement accumulation and distribution goals. And while the options are numerous and the choices potentially confusing, your financial consultant has the knowledge to help you sort through the benefits and limitations of each.
Our LPL financial advisors can help you determine which retirement plan investment vehicle or combination of investments is suitable for you. Even when investing through your employer, the advice of a financial consultant can be invaluable in making crucial plan decisions and helping to ensure these investments and all of your retirement savings accounts match your broader retirement planning goals, minimizing portfolio overlap and ensuring optimum diversification.
Beyond these services, your LPL financial advisor also can help make certain that the amounts you are contributing to the savings vehicles you choose are appropriate both for your current financial situation and addressing your long term goals.
The most important thing you can do to secure your own financial future is to start planning today.
To learn more about these and other investment strategies, schedule an appointment with an LPL Financial Advisor.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance Products offered through LPL Financial or its licensed affiliates. AmeriServ Financial and AmeriServ Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.
The investment products sold through LPL Financial are not insured AmeriServ Financial Bank deposits and are not FDIC insured. These products are not obligations of AmeriServ Financial Bank and are not endorsed, recommended or guaranteed by AmeriServ Financial Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
The LPL Financial Registered Representatives associated with this Web site may only discuss and/or transact securities business with residents of the following states: PA, FL, GA, IL, MD, NJ, NY, VA, CO and NC.
DISCLAIMER: This business is not responsible for and has no control over the subject matter, content, information, or graphics when viewing links attached to this website.