It’s YOUR Life …
and YOUR Money.

When you come to us, we have no preconceived notions of what you need. We never try to push products or services just because they’re good for us. We’ll get to know you, learn about your life’s goals and consult with you to refine them if necessary. As we build your financial plan, we’ll involve you as much or as little as you want. Our goal is to help you reach your goals at every phase of your life – with a safe, happy and secure retirement for you as our ultimate goal.

How We Serve You

We work as a team. So, when you come with us, we’ll all spend time getting to know you and listening to you. We record every move we make for you, including all our conversations, in a central client database that every member of your team can access. This way, anyone on your team can answer your questions and keep you up to speed. In addition, you will also have 24/7 access to your account activity through your own personal online portal.

Because we’re not committed to any particular companies or products, we tailor your plan to align with your exact needs. Initially, as we build your portfolio, we try to make only one or two big decisions a year. Once we get everything working as intended, we can move faster. Since your needs are ever evolving and the economy constantly changing, we’ll also keep on top of your tax planning, as well as your Medicare and social security. In other words, we consider every aspect of your financial health.

The Power of LPL

We combine our personal boutique style of service with the vast resources of LPL Financial Holdings Inc, a Fortune 500 company that is the largest independent broker-dealer* in the United States. Most importantly to you, LPL has no proprietary funds or products. This gives us the freedom to recommend to you only what suits your needs.

In addition, LPL does much of the behind-the-scenes work we would otherwise have to do ourselves. By being an LPL company, we’re spared the cost and time of managing many of our daily operations, including backend functions, giving us more time to devote to you and building your wealth. At the same time, LPL provides us access to the world-class research and advice that have made it a leader in the financial world for over 30 years.

*Based on total revenues, Financial Planning Magazine June 1996-2020

Here’s what LPL provides our clients:

  • Brokerage and advisory services
  • Access to a broad range of investment solutions
  • Innovative technology and cybersecurity platforms
  • Objective market research from a team of analysts, economists, and investment strategists
  • Operational support
  • Compliance oversight
  • Consulting, educational conferences, and training opportunities

Most of this, you will never see. What you will experience is compassionate service focused on you, your life and your wealth.

Your Goals

We realize your goals may change as your life changes, especially as you near retirement, so we periodically return to these questions and adjust your portfolio accordingly. You can be involved as much or as little as you want in managing your wealth – with someone always available to take your calls during normal business hours, 24/7 access to your portfolio through your own portal and educational materials and in-person events designed to increase your investing knowledge and comfort.