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Retirement Planning

Our business planning professionals will consult with you to evaluate or establish employee retirement plans, executive compensation, business buy-sell continuity strategies, or individual retirement plans. We will meet with you on a complimentary basis, to explore how we can address your needs.

For Individuals:
  • IRA
  • Rollover IRA's
  • Roth IRA
  • Annuities
For Businesses:
  • Simple IRA's
  • SEP
  • 401K's
  • Defined Contribution Plans
  • Defined Benefit Plans
  • Executive Compensation


      Congratulations to Joey Bollinger for receiving LPL's Chairman's Club award.  This award is presented to  less than 5% of the firm's approximately 15,000 advisors. Based on annual production.

• Joey Bollinger,

Financial Consultant

News
  • Apr 02
    - JOEY BOLLINGER & JEFF DRAUGHON RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS
  • Apr 02
    - MICHAEL UPTON RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS
  • Apr 02
    - SAM MARINO RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS

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Securities and Advisory Services offered through LPL Financial, a Registered, Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL. AR, AZ. CA, CO, FL, GA, HI. IA,  IL. IN. KS. LA. MA,  ME. Ml, MN, MO, MS. MT. NC,  NM, NY, OK,  PA, SC, TN, TX, VA. WA, WI & VI.