We offer a variety of account options, both commission-based through LPL Financial, broker/dealer member FINRA/SIPC and fee-based through Puplava Financial Services, Inc, registered investment advisor. Our investment services include portfolios that are suitable for a range of investment objectives.
We offer our clients full transparency with their portfolio holdings and exposure to a wide variety of asset classes, including alternative investments, such as energy and precious metals.
In sum, we are a highly-specialized boutique operation that develops personal relationships with our clients so we can find suitable investments for their goals. Because our firm's size is small, we are able to provide our clients with individual attention and respond quickly to their needs.
Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor's portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses. The fast price swings in commodities and currencies will result in significant volatility in an investor's holdings.
Our goal is to help you make better decisions today and for the rest of your life. We have found the best way to achieve this is by creating a financial plan that is tailored to your personal situation. The financial planning starts with us understanding your unique wants, needs, and circumstances while taking into account all the various factors that impact your finances. From there we can make recommendations and establish goals to help you pursue the things in life that are most important to you. A financial plan provides peace of mind by helping you to navigate challenges in life knowing that you have an experienced team of professionals to help you along the way.
A financial plan covers many different areas including:
- Planning for major purchases
- Retirement planning
- Income and Expenses
- Investment Planning
- Tax Planning
- Estate Planning
- Risk Management and Insurance
- Executive benefits
- Gifting strategies
- Legacy planning
- Social Security and Medicare
- Education planning
- Mortgage planning
INVEST WITH US
If you are interested in opening an account, please complete our Request Information inquiry form or call us directly at (888) 486-3939 or (858) 487-3939.