Products & Services

At Planned Security Resources, we provide assistance in the following areas:

Financial Planning:

  • Retirement Plans
  • 401 (k) Planned
  • Profit Sharing Plans


  • Bonds
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Brokerage Accounts
  • Variable Annuity


  • Life Insurance
  • Long Term Care Insurance

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CO, FL, ID, MT, NV, UT, WA.