FINANCIAL PLANNING

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financial planning
At a Glance

Desert Schools Financial Services works with LPL Financial to offer you Investment Options for personal growth and security. LPL Financial Advisors can help you navigate through a sea of quality, non-proprietary investments, including mutual funds, annuities, stocks and bonds.  Simply click the "Contact Us" button above to request more information or schedule a free, no obligation appointment with an LPL Financial Advisor.

When it comes to making financial decisions, the information you can find through Internet sites like this one is a great start, but is only half the picture.  What many investors need to be successful is a relationship with a trusted investment professional who will help them sort through the maze of available information and make informed, intelligent choices.

That is what Representatives of LPL Financial do for clients.  And it is what they can do for you.


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Key Features
  • Free, no obligation account review
  • Portfolio management
  • Retirement planning
  • College planning
  • Asset allocation
  • Estate planning
  • Insurance review
  • Investment advisory services
  • 401(k) rollovers
  • IRA, Roth and SIMPLE/SEP IRAs
  • Teachers TSA/403(b)