Our Services
Services
Financial Planning
Planning for the future is important no matter the age or stage of life. Our comprehensive financial plans provide a detailed analysis of your specific scenario in order consider your needs, wants, and goals.
Wealth Management
Whether it’s stocks, bonds, mutual funds, ETFs, or another financial product, we have the ability to manage the most appropriate investment vehicles for your needs and offer several account options to do so.
Insurance
From annuities to life insurance, our advisors can recommend suitable insurance products with competitive rates from dozens of possible providers.
Business Solutions
As a business owner looking to improve employee retention, retirement plans or group insurance benefits could help. Our advisors can cover suitability and implementation of these options.
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Account Types
We have three different account types to choose from based on your unique financial situation. We do not require a minimum balance to open an account.
Advisory
Advisory accounts have open architecture allowing for individual stocks, mutual funds, bonds, REITS, treasuries, and more. Your advisor makes changes as needed, and management comes with a competitive flat annual fee.
Brokerage
This low-cost option is most suitable for individual stocks, bonds, and mutual funds with a long-term "buy and hold" outlook. Each time a trade is made, a commission is paid out, making regular rebalancing cost-prohibitive.
Direct Business
This account type is held directly with a mutual fund company for a $10 annual fee and is typically suitable for smaller account balances. Exchanges within the fund company can be done for no cost.
Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
Check the background of investment professionals associated with this site on FINRA
Being independent means our advisors have extreme flexibility when selecting products and investments that are most suitable to the client. LPL supports our practice, but they do not have any proprietary products, and we do not have selling quotas. Being fee-based means that the bulk of our business pays a fee instead of a commission per trade. This allows us to trade in a cost effective manner while holding high fiduciary standards. Read about our different kinds of accounts below.