What We Do

We are dedicated to developing lasting relationships with all of our clients. We believe that financial planning is the foundation for client-advisor relationships. The planning process helps you in assessing your financial goals and participating in the management of your finances.

One of the benefits of working with us is to provide clear, easily understandable explanations of financial products and services. The personalized services that we can provide act as a road-map to working towards financial independence. We look forward to using our experience to help you pursue your financial goals.

Three Pillars of Retirement

Retirement is something which is exciting but often fraught with unknowns - like a jigsaw puzzle.

"How much do we need?" "How much do we want?" "Do we have enough?"

We want to help you piece together all facets of retirement.

Fixed Income Planning

Social Security Strategies
Fixed Income Vehicles
Pension Options

Variable Asset Planning

Wealth/Portfolio Management
Accumulation/Distribution Strategies
Estate Planning Strategies

Health Care Planning

Healthcare Options Before Medicare
Medicare
Medicare Supplement

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.