Our Services

Complete list of Products and Services offered:

  • Mutual Funds
  • Stocks, Bonds, and Annuities
  • 401(k) and 403(b) Rollovers
  • Investment Planning²
  • Retirement Planning
  • Tax Reduction Strategies²
  • Education Funding
  • Life Insurance Planning
  • Long-Term Care Planning

Comprehensive Financial Planning

Financial planning is the compass that sets the course for our clients' lives. Whether you are planning for a specific goal or developing a comprehensive plan, Six Pillars has the internal experience, tools, and resources to help you succeed. The professionals at Six Pillars provide our clients with advice on financial planning strategies ranging from simple to complex. Our team will work with you to design a financial plan that is focused on strategies for your unique situations.

Through careful financial planning and guidance, Six Pillars can help you pursue the dreams nearest to your heart, such as sending children to college, purchasing a home, planning for retirement, or pursuing a second career.

Professional Portfolio Management and Asset Allocation

You have goals -- and Six Pillars wants to help you pursue them. In today's complex and challenging markets, you need a sound strategy with the potential to work toward increasing returns while reducing risks.

Disciplined investing starts with asset allocation*.

Your most important investment decision is how to allocate assets -- the process of dividing your portfolio across different asset classes, such as stocks and bonds.

  • Reduce your volatility. When you invest in only one asset class, your entire portfolio suffers when that area of the market declines.
  • Diversify your return potential. Stock and bond returns don't always correlate. One may be up when the other is down and may cushion the loss and reduce risk.
  • Pursue your goals. Investment professionals can create an asset mix to reflect your timeframe, return expectations and risk tolerance

*Asset allocation does not guarantee a profit or protect against loss.

Retirement Planning

Funding retirement has never been more difficult. More and more employers are shifting the burden -- and the risk -- of retirement planning to individuals. And as people live longer, many worry they will run out of money. With today's volatility and low yields, it's a real concern. But with change comes opportunity -- the opportunity to expand your investment horizon and use your longevity to your advantage.

Retirement today is about building smart, dynamic, diverse and global portfolios. It is about allocating across more asset classes for specific needs or outcomes. With a longer investing time horizon, investors can consider assets such as equities, corporate debt and alternative investments, as well as traditional fixed income. Because they can use their longevity to ride out market cycles, investors today have the potential to generate income and even build capital in retirement.

Estate, Trusts, and Tax Planning

Whether our clients wish to create a lasting legacy, want to best manage the tax consequences of their estate, or need comprehensive trust services, the professionals at Six Pillars can work with your trusted business or legal counsel to create a partnership that supports the accomplishment of their specific objectives.

Six Pillars works closely with The Private Trust Company to provide:

  • Experienced and knowledgeable trust officers with backgrounds in law, accounting, banking, investment management, tax and business
  • Trust officers who are sophisticated professionals with objective family sensitivities
  • Services in all 50 states
  • The Private Trust Company is chartered as a national bank devoted solely to trust services for families.
  • The Private Trust Company is regulated and examined by the Comptroller of the Currency, audited by independent auditors and bonded to protect your assets.
  • The Private Trust Company is designed to work with your financial advisor as a team player, providing timely and accurate statements to you and your other advisors.
  • The Private Trust Company helps you develop a written investment policy statement to provide a clear understanding of your goals, objectives and guidelines for the trust.
  • Accounts are reviewed annually and investment policies are revised as appropriate to reflect changes to the portfolio, client circumstances and markets.
  • The Private Trust Company is wholly owned by LPL Holdings.

Life insurance and Long-Term Care Planning

Six Pillars has partnered with the top insurance carriers to provide our clients with comprehensive life and disability insurance, along with long-term care planning. As life expectancy, medical costs, and living expenses increase, Six Pillars can assist you in evaluating all available options to help mitigate these rising costs.

We will work closely with our clients to develop insurance strategies that are specifically designed to meet their needs.

1Securities offered through LPL Financial, member FINRA/SIPC. First Commerce Credit Union and Six Pillars Financial Advisors are not registered broker/dealers nor are they affiliated with LPL Financial.

Not NCUA Insured Not Credit Union Guaranteed May Lose Value
Not a Credit Union Deposit Not Insured by Any Federal Government Agency  

2 Investment options subject to minimums; see Six Pillars Financial Advisors for details. For tax advice, please consult a qualified tax professional.

This site is designed for U.S. residents only. The services offered within this site are available exclusively though our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.