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.