Mission

Our top priority is to educate prospects/clients so they at least have the basic knowledge to make good informed decisions about their financial futures. We will work with each client to create individual investment strategies based on the clients risk tolerance and serve as a road map to how clients should not only invest today, but also re-balance their portfolios to stay in alignment with their stated risk parameters. We help clients do this by developing investment strategies through a four step process: Establishing their objectives, developing an appropriate strategy, integrating customized strategies, and reviewing their progress toward these goals on an ongoing basis. One of the most important goals we have for each client is simplifying their personal financial lives, and to provide financial confidence. We feels that with LPL Financial’s independence, and no proprietary investment restrictions, this allows us to recommend suitable investments that fit each individuals needs.