Commission-Based Investing

If you would like to purchase investments through as a client with Plan2Thrive Financial Services, you may do so through our Broker/Dealer, LPL Financial. Products may include:

Mutual Funds
Bonds
Common Stock
Fixed, Variable and Immediate Annuities
Treasury Bills
Government Securities
Treasury Notes

Different types of accounts include:

Brokerage Accounts
Traditional IRA
Roth IRA
SEP IRA
State 529 Plan or Educational IRA
SIMPLE IRA

Learn more about Risk Management.