Products and Services

At Hometown Advisors, we combine independent research with a variety of products and services to build the best solutions for our clients. We take a objective approach to portfolio construction and management. 

Services

  • Managed Asset Plans – For professional fee-based portfolio management through LPL Financial.
  • Tax-Advantaged Investing – To help reduce your tax liability and let more of your money work for you.
  • Financial Planning – Setting financial goals, developing and implementing financial strategies and monitoring your progress in the areas of Cash Management, Risk Management, Accumulation goals, Retirement, Estate Planning and Business Succession.
  • College Planning – Long term planning to manage you're ready when your children are.
  • Retirement Planning – Designing and investment strategy to help you towards your retirement goals.
  • Estate Planning – For preservation of wealth from generation to generation.
  • Trust Services – High quality professional trust services including custody, asset management and administration.* 
  • Business Succession Planning – Advanced planning techniques for closely held businesses.
  • Risk Management – Long Term Care, Life Insurance and Disability, to ensure you and your heirs are taken care of.
  • Cash Flow Analysis – For everyday budgeting.
  • Investment Portfolio Analysis – To keep you informed of how your investments are performing, and to make adjustments as needed.
  • Annual Portfolio Reviews – To review your current holding and help you make any necessary changes or adjustments. 
  • Fiduciary Consulting Services – Focusing on clients who are responsible for large pools of assets and assisting these clients with fulfilling their fiduciary responsibilities. 
  • Online Account View – Online access to LPL accounts. 

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Products

  • Individual Stocks
  • Individual Bonds
  • Mutual Funds
  • Fee Based Asset Management
  • Separate Account Management 
  • Unit Investment Trusts (UIT)
  • Real Estate Investment Trusts (REIT)
  • Index Funds
  • Alternative Investments
  • Exchange Traded Funds (ETF)
  • Variable and Fixed Annuities
  • Municipal Bonds
  • Corporate Bonds
  • Mortgage Backed Securities
  • Treasury Bonds and Notes
  • Money Market with Check Writing
  • Life Insurance 
  • Long-Term Care Insurance (LTC)