Broker Check

Products & Services

At Lehigh Valley Investment Group, we provide assistance in the following areas:

Financial Planning

FOR INDIVIDUALS

  • Preparing for retirement 
  • Post-retirement planning 
  • Income planning 
  • College funding
  • Retirement planning
  • Personal estate planning
  • Social Security Benefits Planning
  • Financial Education for Children and Grandchildren

FOR SMALL BUSINESSES

  • 401(K) Plans
  • Pension and Profit Sharing 
  • Income and Estate Tax planning
  • Buy/Sell Agreements

Trust Services

  • Trustee Services
  • Qualified Retirement Plans
  • 401 (k) Planning
  • Credit Shelter Trusts
  • Marital Trusts
  • Foundations
  • Charitable Giving
  • Irrevocable Life Insurance Trusts
  • Special Needs Trusts

* LPL Financial Representatives offered access to Trust Services through the Private Trust Company N.A., an affiliate of LPL Financial

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • 529 Plans
  • Inherited or Stretch IRAs
  • Mutual Funds
  • Separately Managed Accounts
  • Asset Allocation strategies
  • Alternative Investments
  • Structured Notes
  • Profit Sharing Plans
  • 401K Plans
  • Defined Benefit Pension Plans
  • Endowments
  • Charitable Annuities
  • Preferred Stock
  • Exchange Traded Funds (ETFs)
  • Index Funds

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Pension Maximization
  • Irrevocable Life Insurance Trusts (ILITs)

Tax Planning

Our team-oriented advisors welcome the chance to work with your existing tax advisors. In tandem with your CPA or estate planning attorney, we can help make the most of your tax savings opportunities. Or, if you do not have a trusted tax advisor already, we can refer you to our network of local professionals.