Services
LPL Financial of Lanier is committed to delivering supeior investment advice and the highest level of customer service. Our process begins with you. We start with our thorough discovery process which enables us to understand your goals and objectives. With this, we begin to craft the strategies that best fit your personal situation.
Our services include:
Personal Financial Services
Investment Planning
Retirement Planning
Estate Investment Planning
Asset Allocation
Insurance
Life Insurance
Variable Annuities
Fixed Annuities
Indexed Annuities
Portfolio Management
Investment Advisory Services
Professionally Managed Accounts
Investments
Equities
Exchange Traded Funds (ETF's)
Bonds
Mutual Funds
Alternatives
CDs and Indexed-Linked CDs
Our services include:
Personal Financial Services
Investment Planning
Retirement Planning
Estate Investment Planning
Asset Allocation
Insurance
Life Insurance
Variable Annuities
Fixed Annuities
Indexed Annuities
Portfolio Management
Investment Advisory Services
Professionally Managed Accounts
Investments
Equities
Exchange Traded Funds (ETF's)
Bonds
Mutual Funds
Alternatives
CDs and Indexed-Linked CDs
Individual Retirement Plans
401(k) Rollovers
Traditional and Roth IRAs
Company Retirement Plans
Simple IRAs
SEP IRAs
401(k) and 403(b)
Profit Sharing Plans
Defined Benefit Plans
IRA Rollovers
Educational Funding
529 Plans
Coverdell ESA Plans
College Cost Projections
401(k) Rollovers
Traditional and Roth IRAs
Company Retirement Plans
Simple IRAs
SEP IRAs
401(k) and 403(b)
Profit Sharing Plans
Defined Benefit Plans
IRA Rollovers
Educational Funding
529 Plans
Coverdell ESA Plans
College Cost Projections
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Georgia and Florida
LPL Financial, a registered investment advisor. Member FINRA/SIPC
LPL Financial, a registered investment advisor. Member FINRA/SIPC
Copyright 2015 Lanier Advisor All Rights Reserved
Lake Lanier 770.271.2648