Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. 

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.

• Investment Portfolio Analysis — to keep you informed of how your investments are performing, and to make adjustments as needed
• Estate Planning — for preservation of wealth from generation to generation
• Managed Asset Plans — for professional fee-based portfolio management through LPL Financial
• Tax-Advantaged Investing — to help reduce your tax liability and let more of your money work for you

LPL Financial was established to help individuals and businesses take advantage of all available opportunities.  LPL Financial provides you with a one-stop shop for all your financial needs.

By keeping clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, LPL Financial maintains a constant commitment to putting service first.

We offer access to the following products and services:

• Strategic Asset Management (SAM) — providing you with fee-based asset management through LPL Financial, a Registered Investment Advisor
• Municipal Bonds
• Mutual Funds
• Direct Investments