Products and Services
The range of products and services available to our clients is extensive. Below is a sample of how we can work with you to reach your financial goals.
The Right Resources
Putting your financial plan in place requires access to advance and exceptional solutions. Because Hilliard Lyons has a broad range of investments from which to choose, we can help you create a fine-tuned portfolio that is aligned with your specific objectives. The right tools will help you get there. We’ll work with you to create your financial plan, providing you with a roadmap of investment solutions targeting your objectives.
Hilliard Lyons offers a full range of account services focusing on your personal and professional life, including:
• Personal Investment Accounts
• Individual Retirement Accounts
• Small Business and Self-employed Retirement Accounts
• Managed Account Solutions
• College Savings Plans
• Trust and Estate Planning Solutions
• Business Succession Planning
The range of products and services available to our clients is extensive. Below is a sample of how we can work with you to reach your financial goals.
You have financial goals you want to achieve. Creating an executable plan is the first step to achieving these goals. By clearly understanding your goals and working closely with you, we can help create a sound financial plan to help you realize your goals.
Portfolio Management
You have taken many important steps to create your investment portfolio. World events, economic issues and personal challenges can affect the status of your portfolio. We can help you protect your assets through periodic portfolio analysis. Portfolio management is an important step in preserving your wealth.
Funding for Higher Education
College costs are continually on the rise. Today's tuition rates will pale in comparison to future costs. Plan today to ensure your children's educational future is well funded.
Insurance
Peace of mind is a valuable commodity. Protecting your family and your assets from unforeseen harm is a precautionary step that cannot be avoided. Learn how today's insurance products can do more than protect your most valuable assets.
Trusts and Estate Planning
Interested in leaving a legacy for your heirs? Through our affiliate, the Hilliard Lyons Trust Company, LLC, we can provide trust and estate planning services to protect your assets and minimize costs to your beneficiaries. Ask us how to take advantage of these services to improve your planning needs.
Tax Strategies
You work hard for your money and deserve to keep as much of it as possible. Discover investment tools that allow you to keep more of your earnings free from federal, state and local income taxes.
Research and Analyst Reports
As a Hilliard Lyons client you have access to in-depth research and analyst's reports to make educated investment decisions. Whether you are an educated investor or a novice, we can help you make sense of the many investment products available to you.