Our Services

Education and Advising

Seminars and workshops
Retirement Planning
Tax Planning
Estate Planning Strategies
Stock Option Planning
College Education Funding
Business Consulting

Investments

Mutual Funds
Stocks
Bonds
Advisory Fee Accounts
Asset Allocation Accounts
CD`s
Annuities
Direct Participation Programs

Retirement Plans

Individual Retirement Accounts(IRA)
Self-Employed Pension Plans(SEP)
401(K) Plans
403(b) Plans
Profit Sharing Plans
Keoghs
Non-Qualified/Deferred Compensation Plans

Insurance

Life Insurance
Disability Insurance
Long Term Care Insurance

^{LPL Financial and Vander Zwaag Financial does not provide tax or legal advice. Tax and estate planning services may be offered by a third party. Fixed insurance products or services may be provided by a third party. Please consult with your representative to confirm on which company's behalf services are being provided.}