Company Information

Mission Statement

As independent consultants, we create unbiased, customized investment strategies to help build, protect and transfer our clients’ wealth. We are committed to helping individuals and families meet and exceed their life goals. We will accomplish this through education, communication and a level of service which exceeds our clients’ expectations.

Qualifications

          Our consultants manage over $450 million in assets for over 1,500 clients (through LPL Financial).

Services

• Brokerage & Retirement Accounts (Individual and Corporate)
• LPL Financial's Strategic Asset Management Accounts (SAM)
• Financial Planning Services
• Insurance (Life, Health, Long Term Care, Disability)
• Trust Services*

A Systematic Life Planning Approach

Advice for life is a methodical four-step process that we have implemented successfully for clients with wide-ranging experiences, hopes and dreams. This life-goal approach to planning seeks to reflect all your priorities and specific life circumstances through four key stages:

* LPL Financial Representatives offer access to Trust Services through The Private Trust CompanyNA, an affiliate of LPL Financial