Our Services
We serve individuals and businesses in all areas of investment planning, including:
Money Guide Pro
An investment planning process designed to bring new simplicity to pursuing your financial goals.
Risk Management*
Using the combination of fundamental analysis with technical analysis* (Point & Figure Method). We believe fundamentals help answer WHAT to buy and technical help answers WHEN to buy. Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue your goals.
Retirement Planning
Help to make the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Help managing assets before and during retirement.
Tax Management Strategies **
Help making sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.
Estate Planning Strategies **
Work with estate planning and trust specialists available through LPL Financial and its affiliates to help review our wills and trusts. Preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.
Education Funding
Recommend investment and accumulation strategies to help you pay for your children’s education.
* Technical analysis is based on the study of historical price movements and past trend patterns. There is no assurance that these movements or trends can or will be duplicated in the future.
** Trust services available through banking and trust affiliates in addition to non-affiliated companies of LPL Financial. LPL Financial and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and Asset Allocation do not protect against market risk.