Products & Services
At Fareed Wealth Management, we provide assistance in and access to the following areas:
Comprehensive Financial Planning and Consulting
- Analysis of Needs and Goals
- Retirement Planning
- Income Distribution
- Tax Planning
- 401(k) Planning
- Stock Option & ESPP
- College Planning
- Estate Planning
- Trusts*
- Investment Policy Statements for Institutions
- Spending Plans for Institutions
- Mortgage Planning
- Risk Management
Investments
- Brokerage and Advisory Accounts
- Common Stock
- Preferred Stock
- Bonds
- Mutual Funds
- Managed Futures
- Real Estate (REITS)
- Government Securities
- Variable Annuity
Insurance
- Life Insurance
- Long-Term Care Insurance
- Disability Income Insurance
*LPL Financial Representatives offer access to trust services through the Private Trust Company, N.A., an affiliate of LPL Financial.