How We Work

At Price Investments, we provide assistance in the following areas:

Financial Planning*

  • Retirement Planning
    A successful retirement is a dream shared by almost every working American. Unfortunately, it is likely to remain just a dream for those who don’t plan. At Price Investments we specialize in helping clients pursue their retirement goals by helping them plan for that special time in their lives.

  • Planning for Women age 50 and over who are Single, Divorced or Widowed
    There are special concerns and financial requirements for women age 50 and over who are single, divorced or widowed. We have experience helping those clients plan appropriately.

  • College Planning
    One of the biggest thrills for any family is to see their children or grandchildren graduate from college. Long before that happens, plans have to be made to make sure all the expenses of college can be paid for.

  • Estate Planning
    For some people it takes a lifetime of hard work and sacrifice to build up a substantial portfolio of tangible and intangible assets. Estate planning seeks to preserve those assets so they can be used and enjoyed for many years to come. 

Investment Management

  • Investment Portfolio Analysis
    We review your current account holdings, then considering your planning goals and risk tolerance, we recommend any necessary changes or adjustments. We regularly review your accounts to help ensure your accounts remain appropriately positioned.

  • Strategic Asset Management (SAM)
    Providing you with fee-based asset management through LPL Financial.

  • Bonds
  • Common Stocks
  • Educational IRA’s
  • Brokerage Accounts
  • Traditional IRA’s
  • Roth IRA’s
  • SEP IRA’s
  • Simple IRA’s
  • Variable Annuities
  • Fixed Annuities

Insurance Planning

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

* Financial Planning Services offered through LPL Financial, A Registered Investment Advisor.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (904) 296-3497