Broker Check

 
Your Trusted Financial Advisor
for Every Season of Life

10121 SE Sunnyside Rd, Suite 300 Clackamas, OR 97015 (Temp)     9200 SE Sunnybrook Blvd, Suite 220
Clackamas, OR 97015 (Mail)
Phone (503) 723-1494
Fax: (503) 607-1018
Email: ken.wilmot@lpl.com

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Products and Services

We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

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