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We are client focused. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation.

Who we serve

Individuals

Individuals

Families

Families

Businesses

Businesses

Our Services

Investment Management

Setting goals and having a strategy is the fundamental way to work toward those goals. Investment Management is the first step. To learn more about how we help manage your investments, learn more below.

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Financial Planning

Once you set a goal and have a strategy, it is important to look at all of your goals to see how they will help you toward your future. We will look at your whole financial situation. Find out how we help.

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Financial Monitoring

After you begin to manage investments, and develop a financial plan, it is important to continue monitoring your plan. We offer a comprehensive Wealth Plan software called eMoney. You can get started on your own today.

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How We Serve You

Become A Client?

If you are a prospective client and want to learn more, we provide more detail about which services we provide. Click below to learn more. 

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Clients

If you are a current client and want to learn more about upgrading your services, we will be happy to review your existing services and provide you with advice on how we may help.

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Partnerships

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day. We partner with trusted advisors to ensure continuity of your plans. If you are a potential partner and want to learn more, we look forward to hearing from you.

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Resources

Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.
An Arm and a Leg

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

LPL Research Resources

LPL Research - Market Signal

LPL Financial’s Research department posts a weekly podcast via their YouTube channel. Feel free to explore all of Market Signals.

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Weekly Market Commentary

Stay up-to-date on the markets, the changes taking place and LPL Research's view of the effects of those changes. 

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Midyear Outlook

LPL Financial’s Research Midyear Outlook explores what they think is on the horizon for the remainder of the year.

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Macro. Market. Movers.

LPL Research provides daily commentary and breaking news updates on market-moving and economic events through the Macro Market Movers blog.

LPL Research

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