Team Services

We are independent LPL financial advisors, which means, our priority is client satisfaction, not product sales. Because we are independent, we are objective in the investments, services, and products we recommend; there is no incentive to recommend anything but the most appropriate for your situation.
If our clients do well, we do well. Simple.

  • Mutual Funds
  • High Net Worth Consulting
  • Trust Services through Private Trust Company, N.A.: Custody, Asset
  • Management, Administration, Trust Design, for more:
  • Collateralized Accounts
  • Hourly or Flat Fee Planning (For those who manage their own money, need a different opinion, or want to make sure they are on track, without moving their assets)
  • Comprehensive Asset Management Accounts
  • Variable and Fixed Annuities
  • Individual Stocks and Bonds
  • Estate, College, Business, Tax, and Retirement Planning
  • Domestic and Foreign Securities
  • Retirement Plans: 401k, 403b, SIMPLE, SEP, Owner K
  • Alternative Investments: Structured Notes, Private Equities, Non-Traded REITS, Oil and Gas, Hedge Funds, and Exchange Funds
  • Insurance: Life Insurance (Whole, Variable, Universal, Term), Long Term Care

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  603-832-0002