Investment Services

LPL Financial offers a very broad range of investment products and services that allow us to build a portfolio around your financial and belief preferences. To learn more about a specific product please call or submit an appointment request through the “Contact” section of this website.

Faith Based and Traditional Investing

Everyone has their own preference on how they invest their money. We have the availability to help our clients avoid investing in certain companies that are deemed immoral based on their beliefs such as alcohol, tobacco, and weaponry companies. While this is important to some, we can also focus on investments that do not include those exclusions.

Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) / Biblically Responsible Investing (BRI) investing / Faith Driven Investing (FRI) has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller

529 Plans

Planning for your children’s education expenses can be a challenge with the rising expenses it is costing students.  A 529 plan is a tax-advantaged college savings plan that can be used to pay for a beneficiary’s qualified education expenses, such as tuition or books. While it was first limited to higher education, the funds can now be used for kindergarten through grade 12 as well as certified apprenticeship programs and qualified student loan repayments. 

Prior to investing in a 529 Plan investors should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.

Mutual Funds, ETF's & Individual Equities

LPL offers thousands of mutual funds, ETF’s as well as individual coverage on a large number of individual stocks. When building an investment portfolio, it is very important to have options to find a suitable allocation to every sector of the market. We perform expansive research to screen these investments to fit your investing style.

Investing in mutual funds involves risk, including possible loss of principal. Fund value will fluctuate with market conditions and it may not achieve its investment objective. 

ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF’s net asset value (NAV). Upon redemption, the value of fund shares may be worth more or less than their original cost. ETFs carry additional risks such as not being diversified, possible trading halts, and index tracking errors.

Business Accounts

At LPL a business owners can open an account to meet short-term and long-term business financial goals through different investment options. These accounts include features such as check writing privileges as well as insured cash programs.

Fee based and Brokerage Accounts

We work with our clients to determine what their investing style is and what the most cost efficient way to invest is. We offer options to pay a flat fee based on the assets that are in a client’s account(Fee-Based) or paying fees as transactions occur(Brokerage). We always choose what is in the best interest of our client when we help select the correct form of compensation paid to the financial advisor.

Business Retirement Plans

Choosing the right retirement plan for your business can be complicated. We make the process simple by evaluating your business and providing options. With this selection process we aim to work with your other trusted professionals such as your CPA or Legal Counsel to determine you are getting the most from your plan.

CD's, Money Market Funds and Treasury Securities

When looking for fixed income and cash management products we offer a wide variety of CD’s, Treasury Securities and Money Market funds to address our clients cash and income needs.

Certificates of Deposit are FDIC insured and offer a fixed rate of return if held to maturity.  Brokered CDs sold prior to maturity in the secondary market may result in loss of principal due to fluctuations in the interest rate or lack of liquidity.  Brokered CDs are registered with the Depository Trust Corp. (“DTC”).  Brokered CDs with step-down and/or call provisions may be less favorable than traditional CDs without these features

Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.

Fixed, Fixed Indexed and Variable Annuities

Annuities can be the right fit for the right person. Unfortunately, we see these products oversold to people who were not the “right person”. There are several reasons why people purchase annuities which include tax-deferral, lifetime income or guaranteed death benefits. At Kingdom Financial Group LLC, we are very thorough in determining if an annuity is a suitable product in your overall financial picture.

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing.  Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply.  Variable annuities are subject to market risk and may lose value.

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