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Our Philosophy

What We Do

As independent financial advisors registered with LPL Financial, we can offer our clients personalized financial advice rather than a generic investment plan. We strive to get to know our clients personally and understand their financial goals and needs so that we can provide financial advice that takes into account your unique circumstances, preferences, and goals at each stage of life.

Our approach to investing is straightforward: 

We believe a comprehensive assessment of your complete investment picture is critical to developing a successful investment strategy. We believe that understanding your specific needs, goals and financial situation is crucial to building a successful long-term strategy. We believe that trust and understanding are the cornerstones of a successful long-term advisor-client relationship.

We want to partner alongside our clients to meet your goals for your future and provide you a high level of service. We want to work with our clients so that you understand why we are choosing our recommendations so that you will feel comfortable with your investments.

We specialize in retirement planning as well as retirement income planning, and we understand the difference in planning and accumulating for retirement versus taking income during retirement. We tailor your investment portfolios very differently for retirement income than for retirement accumulation. 

One of our primary goals is to develop a long-term, trusting relationship with you.

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Thank you!