Our Services

What makes us different.

As an independent advisory firm affiliated with LPL Financial, we can eliminate conflicts of interest since we do not offer proprietary investment products. There is no pressure to sell products that are pushed by brokerage firms, we are not product focused. We can use the best tools and products available tailored to each client's individual needs.  Our allegiance is to our clients and not to a brokerage firm.

We have a broad array of financial products and services we use to meet your individual needs:

• Wealth Planning Services
  • Retirement Planning
  • Estate and Wealth Preservation
  • Trust Services*
  • College Planning
• Investment Platforms
  • Fee Based Asset Management Programs
  • Socially Responsible Investing
  • Brokerage Accounts
• Individual Stocks and Bonds
• Mutual Funds
• Municipal, Coporate and Government Bonds
• Annuities and other tax-efficient investments
• Certificate of Deposits
• Insurance Services
  • Life
  • Disability
  • Long Term Care
• Business Retirement Plans
• 401(k) Services

From these and other investment options, we can construct individual investment portfolios by using our unbiased research on the economy and a range of other investment-related topics.  Because we offer no proprietary investment products and have no investment banking operations, our research is free from conflicts of interest.  As a result we are able to make informed recommendations based on objective research and your individual needs.

*LPL Financial representatives offer access to trust services through The Private Trust Company, N.A., an affilate of LPL Financial.