To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their 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, I maintain a constant commitment to putting service first.
As a full-service financial consultant, I offer clients an assortment of quality, non-proprietary investment choices. If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact me, by phone or e-mail. I can help you make sense of today's investment climate.
- Managed asset plans - for professional fee-based portfolio management through LPL Financial
- College planning - long-term planning to ensure you’re ready when your children are
- 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
- Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser. Access to over 3,500 investment companies, as well as individual stocks and bonds.
- Corporate 401(k), Retirement Plan & Investment Management
- Traditional & Roth IRAs, SEPs, Individual Business Owner's Retirement Plans
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.