Services and Solutions


         Investments




  • Wealth Management Strategies


  • Mutual Funds 


  • Managed Accounts 


  • Asset Allocation 


  • Fixed and Variable Annuities 


  • IRA Consolidation/Rollovers 


  • Tax Sheltered Annuities, 403(b) Plans 



Asset Planning and Estate Conservation




  • Pension Payout Alternatives  and Maximization


  • Lump Sum Pension Distribution


  • Charitable Giving Strategies*


  • Estate Conservation Strategies*


  • Business Continuation and Preservation Strategies


  • Life Insurance


  • Long Term Care Insurance


  • Leaving an Inheritance



 Family Planning




  •  Education Funding Strategies 


  • 529 Plans


  • UTMA/UGMA


  • Special Needs Planning


  • Disability Income Insurance


  • Mortgage Protection (through life insurance and disability income insurance)



 



 



 



*I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.



 



Financial planning services offered by Lucas Noble.