Broker Check

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.