Our Services

Hickerson & Gerhard Financial offers a variety of fee and commission based services through LPL Financial to help meet your financial consulting needs.  During the intitial consultation we will listen to your preferences and objectives then proceed accordingly.

Fee based services include...

  • Financial planning - retirement planning, distribution planning, college funding, cash flow analysis, etc. (hourly fee/flat fee)
  • Service Fees 2020
  • Wealth management -  advisory services  (% of assets under management fee)
  • Tax preparation* - for individuals and small businesses (hourly fee)

Commission based services include...

  • Brokerage services - stocks, bonds, ETF's, UIT's, CD's, etc.
  • Investment services - analysis, selection and monitoring
  • Insurance - life
  • Annuities - variable, fixed and equity-indexed                                    

 *LPL Financial does not offer tax services or advice. Tax preparation services are offered through Hickerson & Gerhard Financial and are not endorsed by LPL Financial.