Investment Services

There are so many options out there.  It’s our advisors job to make you aware of the ones that fit your custom circumstances the best.  After assessing your individual needs and goals, we provide independent advice and investment recommendations.  We have no proprietary products or incentives to pitch you.  Rather, we enjoy providing brokerage services through the largest independent brokerage firm in America, LPL Financial.*  We have an extensive range of investment tools at our fingertips.  We also provide year-long monitoring of all client investments.  This is why every investment recommendation that we make will be weighed against both present and future tax consequences.  It’s not what you earn, but what you keep!

 

Whether our clients are in state or out of state, we feel that it’s important to host one on one meetings and video conferences with our clients throughout the year.  At these meetings, we can access whether or not your goals are being met and make changes to investment objectives and/or make reallocation decisions together.  Our clients are kept up to date on their investments through valuable online account access and monthly and/or quarterly statements.  Some investment tools we may incorporate into client portfolios are:

MANAGED, FEE BASED ACCOUNTS • MUTUAL FUNDS & ETF’S • COLLEGE SAVINGS PLANS
ALTERNATIVE INVESTMENTS • COMMON & PREFERRED STOCK • FIXED INCOME & BONDS

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.