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Trust Services

Our professional trust team offers a complete range of fiduciary services. They work hand in hand with people just like you.

And, because the nature of trust services has changed so much over the years, trusts are now being used by young families, empty nesters, and retirees of all income and asset ranges.

We’ll help you plan for the care of a special needs child, or an aging parent, or for the financial responsibility of higher education. Establishing a trust can help you effectively grow assets, save taxes, protect and manage property, and much more. Our trust professionals will also help you in the areas of trust administration and estate planning.

LPL Financial representatives offer access to Trust Services through The Private Trust Company N.S., an affiliate of  LPL Financial.

Investment Services

When it comes to a financial partner, your options are many. From discount brokers to internet do-it-yourself investment representatives, today’s environment is filled with providers offering vastly diverse levels of capacity and service.

Our Wealth Management clients are individuals who want a highly skilled and coordinated team that proactively supports their goals.

Services include:

Financial Planning

  • Investment
  • Estate
  • Tax
  • Insurance
  • College
  • Retirement

Financial Products

  • Stocks
  • Bonds
  • Mutual Funds
  • Exchange-Traded Funds (ETFs)
  • Life and Health Insurance

We believe that asset allocation is one of the most important decisions we can help you make.

While many people tend to think of security selection or market timing as the key to investing, these are only important when combined with a strategic asset allocation policy.

We diversify the portfolio by assuring that the equities we use are a sensible mix of large, mid and small cap companies, as well as international companies. After we have constructed and implemented the portfolio, we continually monitor the allocation of the portfolio and rebalance when necessary.

Mark Parker, CFP®

Toll-Free: (800) 490-6508
Phone: 515-386-5457
Fax: 515-386-2135
Email: mark.parker@LPL.com
Website: www.LPL.com/PFC

 

Not FDIC Insured • No Bank Guarantee • May Lose Value • Not a deposit • Not insured by any Federal government agency.

 

Securities, financial planning, and insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC and a Registered Investment Advisor.  LPL Financial representatives offer access to Trust Services through The Private Trust Company N.S., an affiliate of LPL Financial.

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