Prudential Advisors
Cornerstones of Financial Planning
CASH MANAGEMENT & LIABILITIES
• Cash Flow
• Cash Reserve
• Cash Management Options
• Debt Management
• Home Purchase/Refinance
• Upcoming Large Expenses
PROTECTION
• Home/Auto/Umbrella
• Employer Benefits
• Health Insurance*
• Disability Income*
• Long-Term Care Insurance*
• Life Insurance
• Beneficiary Reviews
INVESTMENTS
• Risk Tolerance Assessment
• Employer-Sponsored Retirement Plans
• Traditional IRA/Roth IRA
• Brokerage Accounts
• Education Savings Accounts
• Guaranteed Income Solutions
TAX & ESTATE
PLANNING STRATEGIES
• Partner with CPA/Attorney
• Tax Management Strategies
• Roth Conversions
• Wills/Trusts
• Power of Attorney
• Healthcare Directive
• Legacy Planning
• Business Continuation
*Availability varies by carrier and state. 
Securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor. Member FINRA/SIPC, and an affiliate of LPL Financial.
“Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors' financial professionals are licensed insurance agents of Prudential.
Pursuant to a strategic relationship among Prudential, LPL Enterprise, and LPL Financial, Prudential Advisors' financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPL Enterprise, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPL Enterprise and LPL Financial are not affiliated with Family Roots Financial or Prudential.
The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.