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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HOT TOPIC: Rescuing America’s Safety Net
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
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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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.