Services We Provide

No two clients are the same and neither are their financial needs/goals. Our wide breadth of individual and family financial services are offered in an effort to help you pursue your goals with confidence and bring clarity to even the most complex financial challenges.

Our comprehensive services include but are not limited to:

Financial Planning

  • Goal planning
  • Cash-flow and income analysis
  • Stock-option analysis
  • Education-funding strategies

Investment Management

  • Strategic and tactical asset management strategies
  • Tax-sensitive investment options
  • Concentrated stock strategies

Retirement Planning

  • Retirement income planning
  • 401(k) and pension plan review
  • 401(k)/403(b)/IRA rollovers

Insurance Planning & Risk Management Strategies

  • Asset-protection strategies
  • Life insurance analysis and review
  • Disability insurance analysis and review
  • Personal liability insurance review
  • Long-term care insurance services

Legacy Planning & Charitable Giving

  • Estate planning documents review
  • Wealth-transfer strategies
  • Beneficiary review
  • Philanthropic planning
  • Charitable trust strategies
  • Private foundations
  • Trust-management services
  • Business succession/exit planning

Tax and legal services are not offered by LPL Financial or affiliated advisors. LPL Financial representatives offer access to trust services through The Private Trust Company, N.A. - an affiliate of LPL Financial.