Our office will be closed from Monday, August 19th through Wednesday, August 21st as we attend a national conference for continuing education.  We will be checking email and voicemail periodically.  If you need to place a trade immediately and cannot reach an advisor during market hours, please call the LPL Client Service Center at 1-800-558-7567. 

We look forward to connecting with you soon!

Our Products & Services

We provide assistance in the following areas:

  Investment Tools                    Account Types

  • Mutual Funds
  • Common & Preferred Stock
  • Exchange Traded Fund (ETF)
  • Bonds
  • Annuities
  • Fee-based Accounts
  • Brokerage Accounts
  • Simple IRA Plans
  • SEP IRA Plans
  • Traditional & Roth IRA Plans

  Financial Planning                   Insurance

  • Retirement Plans      
  • Wealth Planning
  • 401 (k) Planning
  • 403 (b) Planning
  • College 529 Plans
  • Money Purchase Plans
  • Profit Sharing Plans
  • Gifting & Charitable Giving
  • Budget, Cash Flow, Net Worth Analysis
  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Asset Protection

We will partner with your Tax Advisor and/or Attorney to assist with Tax Planning and/or Estate & Trust Planning.