Products & Services


  • Complimentary Initial Consultation
  • Comprehensive Financial Planning
  • 401k Rollover Services
  • Investment Planning
  • Strategic Asset Allocation
  • Tactical Asset Allocation
  • Retirement Income Planning
  • Estate Planning
  • Stock Option Strategies


  • Stocks and bonds
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Government Bonds and CDs
  • IRAs
  • Long Term Care


  • LPL Financial's Strategic Asset Management (SAM) account
  • Outside separate managed accounts 

Note: Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in LPL Financial’s Form ADV part II as well as client agreement. *Fee-based platforms are offered through LPL Financial.