Services and Products
 

Financial Planning

 

Investment Management

Mutual Funds
CD’s
Manage Your Existing 401k
Trust Services
Real Estate Investment Trusts (REITs)
Annuities

 

Life Insurance:

Term Insurance
Permanent Life Insurance
 

Disability

 

Health Insurance:

Group Health Plans
MediGap Policies
Individual, Family, and Temporary Coverage
Overseas Medical
 

Long Term Care Insurance

 

Property and Casualty Insurance:

Homeowner’s Insurance
Auto Insurance

Insurance services are not affiliated with, nor endorsed, by LPL Financial.

We have strategic partnerships with other professionals who work in the following areas:
 

Mortgage Loans

Debt Restructuring

Estate Planning

Tax Return Preparation

We are not formally affiliated with these outside professionals, nor are we affiliated with the services they offer.

    LPL Financial Representatives offer access to trust Services through Private Trust Company N.A., an affiliate of LPL Financial
© 2010 The Grace Companies

 

The Grace Companies
225 S. Westmonte Dr., Suite 1050 Altamonte Springs Florida
321-207-0465 Toll Free: 800-943-0465

Member: www.finra.org     www.sipc.org  

SECURITIES OFFERED THROUGH
LPL Financial. Member FINRA/SIPC. Investment advice offered through Independent Financial Partners, a registered investment advisor and separate entity from LPL Financial.