Products & Services
At Lubatkin Financial Group , we provide assistance in the following areas:
Investments
- Stocks
- Bonds
- Mutual Funds
- Managed Money
- Variable Annuities
- Treasury Bills
- Government Securities
- REIT’s
- Alternative Investments
Retirement plans
- Rollover Education
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- 401(k)
- Deferred Comp
Insurance
- Term Life
- Whole Life
- Universal Life
- Variable Life
- Long Term Care Insurance
- Disability Income Insurance
Tax Planning
- Individual Tax Planning and Preparation
Financial Planning
- Cash Flow
- Asset Allocation
- Retirement Planning
- Tax Planning
- Life Insurance Reviews
- College Planning
- Estate Planning
- Vision MapSM - See Below
Let Us Help You Master Your Money
Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation),needs to carefully plan seeking to ensure that all of the pieces are working together to produce the most favorable results. Our Firm strives to help you reach those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.
Vision MapSM Financial Planning Services:
I am also pleased to be able to offer you financial planning services. I work one-on-one with my clients to understand what’s unique, as well as what’s important to them and their families. The Vision MapSM process provides the foundation for a strategic financial plan designed to help work towards both your short and long term goals. As your Financial Adviser, I work with you to design your personal financial strategy. Together, we’ll monitor your plan to keep you on track as your situation evolves and market conditions change. Over time, my goal is to provide you with effective, personalized financial strategies.
LPL Financial does not provide tax planning or services.