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Live Your Best Life
Our wealth management process is designed to help simplify your finances, enhance your quality of life, and reduce uncertainty about your future.
Helping You Pursue Your Financial Goals
Going it alone can be difficult- and time consuming. And with competing priorities and other commitments, managing your finances and planning for your financial future can get lost in the shuffle. That's why more and more affluent investors are choosing to work with a financial advisor. Working with a financial advisor can not only help you with investment decisions and portfolio management, but also clarify financial goals and objectives, tax planning, risk management, estate planning, and retirement income strategies.
Indeed, many investors report both greater confidence and less stress and uncertainty regarding financial issues after working with a financial advisor and implementing a financial plan. Some discovered options they didn't realize were available to them. And several studies show improved investment performance for investors working with a financial advisor.* Another study found that of the 55% of affluent investors who work with a financial advisor, 95% said the cost was worthwhile.**
What inspires you, inspires our financial guidance
Our process begins with listening- and asking the right questions. When we gain a deep understanding of your goals, values, and current financial situation, we can better develop choices that reflect your financial priorities, address your specific goals and bring purpose to your finances. This is the foundation upon which we build.
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What Sets Us Apart
We provide a rare combination of experience, education, ethics, and independent, personalized advice backed by the resources of the largest independent wealth management firm in the United States. Together, we offer:
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25 years of experience providing financial advice for individuals, families, and small businesses.
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Certified Financial Planner™ certification and MBA degree educational background.
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Fiduciary standard of advice.
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The resources and financial strength of the largest independent wealth management firm in the country.***
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Truly independent advice without the conflicts of interest that come with firms offering proprietary products and/or investment banking relationships.
We believe this represents one of the best combinations of experience, education, ethics, resources, and independent advice available in the wealth management industry today. In choosing a financial advisor, you owe it to yourself and your financial future to choose the most qualified financial advisor committed to serving your best interests. Why settle for less? Learn more >
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. LPL Financial does not provide tax advice. Always consult a qualified tax and/or legal advisor for information as to how taxes may affect your particular situation.
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