Investment Brokers & Financial Advisors
If you are looking for an experienced, independent investment broker and financial advisor, you are at the right place. Here, the focus is on delivering investment results, not projections.
Gary Collier, Andy Price and Joey Sutphin strive to provide the information, advice and service clients need to successfully achieve their financial goals.
They aim to help each client navigate current market conditions by adapting to a suitable and appropriate investment strategy. When a client is considering various options, they enjoy educating clients about the risks and rewards of each investment and how each may or may not fit into a client's portfolio.
The Radford office of Lombard Securities is staffed by Laura Easter from 8:30 am - 4:00 pm on days the U.S. financial markets are open. If, for any reason, the Radford office is closed or unavailable, Lombard Securities' home office in Baltimore is prepared to provide back-up support and service to their branches and clients.
Newsletters
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Trusts — Not Just for Estate Taxes
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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Don’t Forget About Credit When Planning for Retirement
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.