Meet The Team
Financial Planning Process
Working With Us
About LPL Financial
Weekly Market Commentary
Business Relationship with LPL
LPL Retirement Plan Tools
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.
High Net Worth Consulting
Trust Services through Private Trust Company, N.A.: Custody, Asset
Management, Administration, Trust Design, for more:
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.
email@example.com | 603-832-0002