Huff Insurance & Financial Services will guide you through an evaluation of your financial profile and create a plan that is aligned with your investment and insurance needs.
Products
Mutual Funds
Individual Stocks & Bonds
Variable & Fixed Annuities
Alternative Investments
Real Estate Investment Trusts (REITs)
Structured Notes
Treasury Bonds & Notes
Municipal and Corporate Bonds
Insurance
Services
Retirement Planning – Design an investment strategy to help you work toward your retirement goals
Wealth Management – For comprehensive estate, financial & philanthropic planning processes
Financial Planning – Delineate financial plans with specific objectives aimed to meet your needs
Managed Asset Plans – For professional fee-based portfolio management through LPL Financial
Business Planning – Assisting business owners with benefits, retirement and establishing an exit strategy
Education Planning – Long-term planning to ensure you’re ready when your children are
Trust Services – Ensure the proper management of your assets throughout the different stages of your life
Estate Planning – For preservation of wealth from generation to generation
Investment Portfolio Analysis – Keep you informed of how your investments are performing and adjust as needed
*Financial Planning offered through LPL Financial
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Colorado, Utah, New Mexico.