Financial Planning


Fellows Tax & Financial Services offers a variety of financial products and services through LPL Financial. We want to help you develop, implement, and monitor a strategy that's designed to address your individual financial situation. But first we need to know and understand your needs, wants, and long-term goals.

If you already have a financial plan we invite you to schedule an appointment for a portfolio review. Fellows Tax & Financial Services offers portfolio reviews as a way for the client to get a second opinion about their investments.

If you do not have a financial plan we recommend that you schedule an initial consultation because at Fellows Tax & Financial Services, we have the client-and only the client-in mind.


  • Exchange Traded Funds (ETFs) 
  • Common Stock
  • Mutual Funds
  • IRA Rollovers
    • Traditional IRA
    • Roth IRA
    • SEP IRA
    • Simple IRA 
  • Brokerage Accounts
  • Advisory/Managed Accounts
  • Treasury Bills & Notes
  • Government Securities
  • Fixed & Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning & 401(k) Rollover Services
  • 403(b) Planning
  • College Plans (529 Plans)
  • Estate Planning Attorney**

Insurance Planning

  • Disability Insurance
  • Life Insurance
  • Long-Term-Care Insurance

 *All products offered by Fellows Tax & Financial Services are on LPL Financial's approved vendor list.

**If you are interested in having a Personal/Family Trust prepared we can refer you to an Estate Attorney.