Our Services


We offer a wide array of wealth management and investment services that strive to ensure your short and long-term goals remain on track. As an independent firm, we don’t endorse proprietary products. That means we have no pressure to push a certain product or meet any quotas, so we are free to custom tailor a financial strategy aligned with your unique needs and goals.

Retirement Planning

  • 401(k) distribution planning services
  • Traditional and Roth IRAs
  • IRA consolidations and distribution options
  • Simple IRAs
  • Individual 401(k)

Education Planning

  • 529 plans
  • Coverdell education saving accounts
  • UGMA/UTMA plans

Investment Planning

  • Mutual funds
  • Exchange Traded Funds
  • Stocks and bonds
  • Variable and fixed annuities
  • Insurance

Estate Planning

  • Wills
  • Trusts
  • Charitable giving strategies
  • Tax-reduction strategies

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.