Our insurance products and securities are offered through LPL Financial, Inc. LPL representative, Peggy Ryan-Smith, offers over 25 years of experience in the financial services industry. Our investment services include portfolio analysis, professional advice and a wide array of products available to assist you in meeting your financial goals:
- Term, Variable and Whole Life Insurance Products
- College Funding Accounts
- Trust Accounts
- Investment Products including mutual funds, stocks, bonds, annuities
- Retirement and Estate Planning and more
Business owners can benefit from the following:
- Retirement Plan Analysis
- Buy-Sell Agreements
- Key Person Insurance
- Cash Management Services and more
Our consultations are complimentary. We offer a no-obligation analysis of your individual of business needs. Please call (901) 385-5295 to schedule an appointment or talk with one of our Financial Consultants.
Click here to learn more about our services.
Securities and Insurance Products offered through LPL Financial and its affiliates Member FINRA/SIPC. Not NCUA Insured. No Credit Union Guarantee. May Lose Value.