SERVICES

Our services begin with taking the time to get to know our clients both personally and financially.  We discuss current finances and future goals so we have a complete picture of how we can help.  From there, we create a personalized financial organization system and develop a comprehensive financial plan.  

 

Our clients find it easy to work together and enjoy our easy-to-follow advice.  Our goal is to keep things organized and understandable, with the utmost transparency.  We reach out to our clients regularly and frequently so you don’t have to worry about remembering to call us.

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We manage a wide range of areas that impact your entire financial life:

Investment Services

   -  Independent Advice

   -  Investment Review 

   -  Asset Allocation Design

   -  Investment Management

 

Retirement**

   -  Income Need Analysis

   -  Recommendations to Maintain Standard of Living

   -  Distribution Strategy Recommendations

   -  Social Security Analysis

 

Insurance

   -  Independent Advice

   -  Life Insurance Need Analysis

   -  Existing Life Insurance Audit

   -  Long-Term Care Recommendations

 

Tax Planning

   -  Comprehensive Tax Return Review

   -  Tax Reduction Strategies

   -  Tax Advantaged Investment Recommendations

   -  Communication of Tax Law Changes

 

Estate Planning Strategies

   -  Estate Plan Analysis

   -  Assistance with Trust Services

   -  Gifting Recommendations

   -  Guidance for Survivors

 

Other

   -  Beneficiary Designation Review

   -  Risk Tolerance Determination

   -  Professional Services Coordination (i.e. Accountant, Attorney)

   -  Educational Seminars and Communications

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

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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: CA, FL, GA, IL, IN, KY, MN, NV, NJ, NM, ND, TX and WI.  

 

IMPORTANT CONSUMER INFORMATION

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate.  Follow-up, individualized responses to persons in a state by such firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or applicable exemption or exclusion.  For information concerning the licensing status or disciplinary history or a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.  PLEASE NOTE: the information being provided is strictly as a courtesy.  When you link to any of the websites provided here, you are leaving this website.  We make no representation as to the completeness or accuracy of information provided at these websites.