We are here to help - let’s work together to to take the complexity out of financial independence.
Our Philosophy is Simple
Preserving wealth does not have to be complicated.
In essence, Stocks and bonds are the basic building blocks traditionally used to create wealth.
For us, a sustainable portfolio is built with a mix of stocks issued by companies with consistent earnings and long term growth potential and bonds backed by issuers that are solid credits. How we utilize this mix will largely be determined by where you are in life.
From there, we feel it is important you understand your investments. If we cannot easily explain what your investments are - we will not be recommending that investment product.
If you agree - we’d love to work together to safeguard your wealth for generations to come.
*Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rate rise and bonds are subject to availability and change in price.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or out perform a non-diversified portfolio. Diversification does not protect against market risk.
Why LPL
We chose LPL Financial because we wanted to have the ability to offer full service brokerage services to our clients and first and foremost the confidence of working with the largest independent broker-dealer in the United States. LPL is socially responsible, supports workplace equality, environmental and corporate sustainability and encourages community involvement.
In addition, LPL supports all products and services with no pressure or incentives to push any investments on clients. Their state-of-the-art technology, broad information network and communication services provide the platform that keeps us up to date and prepared to assist our clients every day.
It is these values, strengths and on this ethical foundation we choose to align our business for our clients.