Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer access to a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions through our comprehensive assessment and independent advice.

There are times when we will take a team approach to financial planning, offering you a broader scope of experience than you will likely find in any one person. By relying on the knowledge of our team, we'll help you take a conservative approach to growing and preserving your wealth.

Because your financial situation is often complex, our team typically works directly with other professionals to design and implement the strategies that will help you pursue your goals. We rely on a network of professionals who provide technical advice as required.

Some of the professionals we work with include:

• Estate Attorneys
  
• Accountants & CPAs
  
• Lending Solutions
  
• Life Insurance Specialists
  
• Long Term Care Specialists
  
• Trust Departments
  
• Charitable Foundations
  

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Services provided by companies listed on this page are separate from and are not affilited with or endorsed by LPL Financial. You are under no obligation to use the services of any of the entities we work with and may choose any qualified professional to provide tax, CPA, legal, lending, life insurance services or "any of the services described above".