What We Offer

Planning And Advisory Services

Flat fee and hourly planning – analysis for specific goals such as retirement, budgeting, debt strategy, etc. Comprehensive written plans.

Wealth Management Services

Fee-based wealth management services include integrated analysis for family issues of wealth transfer and preservation.

Includes wealth structuring, estate planning, investment management and trust services.

Online access to full view of portfolio, assets and net worth through WealthVision.

About LPL

Our Resource Partner

LPL Financial celebrated its 40th anniversary in 2008. The last four decades have marked a period of unparalleled dedication to the success of independent financial advisors. We look forward to providing our advisors with excellence in service, technology and research to ensure their continued success and the well-being of their clients over the next 40 years.

LPL has experienced 20 years of consecutive earnings growth, in both up and down markets. It is the #1 Independent Broker Dealer* in the country. LPL believes in advice for the individual investor, and has no capital markets, trading, investment bank, or proprietary products.

*Based on total revenues, Financial Planning magazine, June 1996-2009