Our Services

The following bullet points are the types of services we offer. Please let us know if you have any questions by contacting us online.

  • Comprehensive Financial Planning through LPL Financial
  • Retirement Planning
  • Insurance & Liability Management
  • Education Planning
  • Business Succession Planning
  • Charitable Giving
  • Multi-Generational Family Planning
  • Estate Planning

Personalized Offerings:

  • Portfolio Review (Quarterly or Semi-Annual)
  • Comprehensive Communications Offerings (portfolio manager insights, research reports, news on specific stocks)
  • Timely research and updates on market and economic trends
  • Opportunities to attend financial and investment education events
  • Facilitate family meetings
  • Liaise with other professional advisors (accountants, attorneys, etc)
  • Personalized delivery of information (phone, email, internet, in person)