Broker Check

My Practice

PASSIONATE, EXPERIENCED, INDEPENDENT

Our independence means we can provide objective financial guidance, which allows us to act in your best interests at all times. As an independent firm, we have the flexibility to offer access to a wide range of nonproprietary products and services without the obligation to sell any particular investment or brand. We keep our focus solely on your wealth management and life objectives.

Additionally, we are supported by the resources of LPL Financial, the nation’s largest independent broker/dealer.* With $396 billion in advisory and brokerage assets,** LPL Financial provides the technology and breadth of services to support sophisticated wealth management solutions.

Our financial planning process starts with gaining a deep understanding of your values and unique perspective on finances. We make it our goal to anticipate your needs, taking proactive steps to make timely recommendations that hold true to your best interests.

Our process helps our clients answer inquiries such as:

  • Am I spending too much?? How should I save for retirement?
  • Can I afford to switch careers or retire early?
  • How do I pay for college?
  • Do I have the right insurance?
  • How do I manage my finances after divorce or death of a spouse?
  • Can I afford a vacation home or to travel?
  • Does it make sense to payoff my mortgage?
  • When should I take social security?
  • What pension payout option should I take?
  • In what order should I spend my assets during retirement?
  • How can I protect what I leave to my children and grandchildren?

 

As full-service financial consultants, we offer clients an assortment of quality, non-proprietary investment choices. If you would like any further information about these topics, or other areas of investing, please don’t hesitate to contact us, by phone or e-mail. We can help you make sense of today’s investment climate.

  • Managed asset plans – for professional fee-based portfolio management through LPL Financial
  • Cash flow analysis – for everyday budgeting
  • College planning – long-term planning to ensure you’re ready when your children are
  • Retirement planning – to design an investment strategy to help you pursue all of your retirement goals
  • Investment portfolio analysis – to keep you informed of how your investments are performing, and to make adjustments as needed
  • Annual portfolio review – to review your current holdings and help you make any necessary changes or adjustments

* As reported by Financial Planning magazine, June 1996–2013, based on total revenue.
** As June 30, 2013.