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Our Process

As independent financial professionals, our primary goal is to help individuals, families, and small business owners of all backgrounds better understand their financial situation and planning strategies.

Whether clients have a question regarding building their assets or developing a consistent income for retirement, we seek to inform them on the upsides and downsides and act as a partner in the decision-making process. We can help you answer questions such as:

  • When can I retire?
  • What's the risk in my investment portfolio?
  • Are my investments allocated properly based on my age, goals, and risk tolerance?
  • Should I allocate some or all of my investments towards a socially responsible portfolio?
  • What are the elements of a sound estate strategy?*
  • How can I create a steady stream of income that lasts through retirement?
  • How can I get the most out of my 401(k) and/or IRAs?
  • Should I pay off my mortgage sooner?
  • Do I have enough life insurance for my family?
  • Should I consider long-term care insurance

We always strive to do well by our clients and throughout that process build personal enduring relationships. We always educate and advise our clients in order to prepare them for their financial future. Contact us today to start working with a financial professional that will make sure to understand the entirety of you, your situation, and your needs.

*Registered Representative is not an attorney. The Registered Representative will help review the documents and recommend a local attorney that specializes in Estate planning. Estate planning can involve a complex web of tax rules and regulations. You should consider the counsel of an experienced estate planning professional before implementing any strategy. LPL does not provide legal advice.