Investment Options

Build and Protect Your Wealth.

When planning for your financial future, it is important to find the right balance of investments. Experienced and reliable guidance throughout your entire planning and investing process can help you build a resilient portfolio that can perform regardless of economic uncertainty.  

A licensed LPL Wealth Advisor will focus on your individual needs and goals to develop a customized financial plan that works. Whether you need help building a financial plan from the ground up or would like to move your current investment portfolio to a quality service provider, we are here to serve your needs.

Asset Allocation

Asset Allocation

Finding the right balance of investments to create a diverse and resilient portfolio can be a challenge. As your goals and needs change over the years, your portfolio needs to adapt along with you, with appropriate updates over time. Asset Allocation is a way of dividing your investment portfolio into different asset classes to buffer your investments against the impact of economic highs and lows. LPL Wealth Advisors offer competitively priced access to portfolio management resources for Gesa members.

Long-Term Care & Insurance

It's important to not only build your wealth, but to help protect it. Even with careful planning, unforeseen events can quickly erode all that you've worked for. There's more to life than your home and your car, there's also your life and your family's future.

Long-term care can be an important part of financial planning that is often overlooked until it is too late. This care ensures assistance for someone as needed through prolonged illness or disability. It can be personal care at home, a nursing home, or at an adult center.

We offer a variety of insurance plans, depending on your family's needs. Our life insurance policies are available in both affordable term policies and whole life plans. We also provide a range of disability income insurance products. To help you decide which plan is best for you, a LPL Wealth Advisor will take your unique financial situation into consideration, so that your family can maintain the lifestyle they have grown accustomed to.

Long-Term Care and Insurance

Trust Services

You can enjoy the confidence that comes from knowing your trust accounts will be handled by your own financial advisor. Our LPL advisors work in collaboration with dedicated trust specialists at Private Trust Company(PTC), a federally chartered, non-depository, limited-purpose bank licensed to provide comprehensive trust and estate planning services in all 50 states. The Private Trust Company N.A. is an affiliate of LPL Financial.

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