Brokerage Services
We offer investment and insurance products and services you need to achieve your goals.- Investments to suit any portfolio - Stocks and Bonds, Mutual Funds, U.S. Government Securities, Tax-free Investments, Unit Trusts, Annuities, Long-term Care and Health Insurance
- Offers complete asset management services
- Services offered exclusively through LPL Financial
Individual Retirement Accounts (IRA)
We can help you structure the IRA that is best for you. Most people do not realize the variety of options available to them to save for their retirement.- May help reduce your taxes
- Grow earnings tax-deferred
- Grow earnings tax free with a Roth IRA
- Many different investment options available (Stocks, Bonds, Mutual Funds, Annuities, etc.)
Simplified Employee Pension Plan (SEP)
An employer-sponsored, tax-favored retirement plan.- Funded by the employer on a discretionary basis
- Contributions may be made up to a certain limit and are immediately vested
Qualified Retirement Plans
We offer a full line of retirement products and services, plus the experience to help you create a customized strategy that meets all your objectives.- Startup plans for sole proprietorships, partnerships and corporations
- Defined contribution plans: Profit Sharing, Money Purchase and 401(k)
- Great retirement benefits as well as tax advantages for employer and employee
- 401 K Rollovers
- Retirement Asset Management
- Retirement Planning
- Asset Allocation / Risk Tolerance
- Wealth Building Strategies
Life Insurance
We offer a complete range of life insurance products to protect you and your family.- Whole Life Insurance - Provides a death benefit and an accumulating cash value
- Term Life Insurance - Often referred to as temporary insurance, term life protects survivors against hardship due to the death of the insured
- Universal Life Insurance - a variation of whole life, but is considerably more flexible
College Savings Plans
We can show you a variety of ways you can fund education expenses. When planning your education financing, contact one of our experienced, knowledgeable LPL Financial Advisors to help you make the best choices for your specific needs and timeframe.Seminars
We offer educational and informative investment sessions throughout the year. Contact us by e-mail or call 229-878-2044 if you would like to be notified of any upcoming seminarsInterested in finding out how we can help you invest and plan for your future? Contact a LPL Financial Advisor at 229-878-2044 today to set up an appointment.
Heritage Investment Center
A Subsidiary of Heritage Financial Group
LPL is not affiliated with HeritageBank
Securities offered exclusively through
broker/dealer,are:
· Not a deposit;
· Not FDIC Insured;
· Not insured by any Federal Government Agency;
· Not guaranteed by HeritageBank;
· Subject to risk and may go down in value
A Subsidiary of Heritage Financial Group
LPL is not affiliated with HeritageBank
Securities offered exclusively through
LPL Financial
Member FINRA/SIPC, an independentbroker/dealer,are:
· Not a deposit;
· Not FDIC Insured;
· Not insured by any Federal Government Agency;
· Not guaranteed by HeritageBank;
· Subject to risk and may go down in value
This site is published for residents of the United States only. LPL's Financial Advisors may only conduct business with residents of Georgia, Florida, Alabama, Tennessee, North Carolina, Indiana, Oregon, Iowa and Virginia. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local LPL office for information and availability.
