Services

Pursue Your Financial Goals

As your financial advisor, we offer a great deal of services to help you reach your financial goals. We will work alongside you in an ongoing partnership to provide the services necessary for you to reach these goals.

Guided Wealth Portfolios

A digital investing solution that allows you to invest online with a low starting minimum and low-cost, exchange-traded funds (ETFs) while working with a personal financial advisor. Joe will establish an ongoing partnership with you to plan and coordinate your financial goals.

  • Low starting minimum
  • Low-cost
  • Diversified portfolio
  • Reach your goals
  • Digital investing solution

Investment Guidance

Gazall Investment & Wealth Management will assist you in opening and administering several investment options.

  • Advisory Accounts
  • Brokerage Accounts
  • Stocks
  • Bonds
  • Traditional IRA
  • Roth IRA
  • SEP & Simple IRA
  • Educational Investments
  • Alternative Investments
  • Variable & Fixed Annuities

Financial Planning

Financial planning gives you a plan to achieve your financial goals through different life stages. A thorough plan can help you best pursue these goals as you move through life. We assess each aspect of your financial life and create a comprehensive plan to obtain your goals.

  • Retirement planning
  • 401K planning
  • College savings plans
  • Profit Sharing plans
  • Defined Benefit Plans
  • Defined Contribution Plans
  • Deferred compensation

Insurance Coverage

We believe carrying the correct amount of insurance for your situation is paramount to the financial planning process. Joe would be happy to assist in evaluating your current insurance situation. We will help you balance the need for security and liquidity and ensure you are not “insurance poor.”

  • Life
  • Long Term Care
  • Disability Insurance
  • Buying/Selling Insurance
  • Business Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jennifer.gazall@lpl.com   |  517-336-7200