We provide customized strategies for financial paths. We help guide our clients toward a desired balance of investment income with an acceptable level of risk by using proper asset allocation. (Asset allocation does not ensure a profit or protect against a loss.) LPL Financial, the largest independent broker/dealer in the nation*, powers our independence. LPL Financial gives us the advantage of having a knowledge base to pull from to give our clients up-to-date, intelligent advice when it is critically needed. Through our LPL Financial association we have access to critical independent research data that not only helps us track US financial markets but international as well. In addition, we use a software system that helps us to analyze behavior in the markets and develop a plan to potentially meet those challenges. Although no system or strategy can assure a profit or protect against a loss., when the markets show movement we are primed to react on the client’s behalf.

We schedule regular consultations with our clients to determine that we are addressing their needs, to appraise them of any changes that may concern their investments, and to discuss how their plan to grow their assets is working. We take pride that we are proactive in communicating to our clients.

* Based on total revenues as reported in Financial Planning magazine, June 1996 - 2019.

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