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How We Work

Our practice is built on honesty, integrity and fundamental principles that apply across all our services.

  • We serve a diverse range of clients, offering the same dedicated personal attention and suitable guidance to each one.
  • We’re committed to clear, responsive communication including direct access and a timely professional response to calls or emails.
  • We believe education is key. In addition to investing in educating clients to help them make sound and informed decisions, we invest in ongoing advanced professional education for our team. We constantly refine our skills and stay ahead of the curve so we can understand and seek to employ investments and technologies that best serve our clients.

We expect our relationships are to be lasting ones. Getting to know you is the first step. We create an investment portfolio designed to address your unique objectives; as the need arises, we can consult with your team of professionals to add specialized insights to complete your financial picture.

Our guidance covers many topics, listed below, related to fulfilling your needs and goals, pursuing retirement income, constructing portfolios, managing tax and estate issues, and analyzing insurance needs.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

  • Analysis of needs and goals
  • Asset allocation strategies
  • Manager selection
  • Retirement income planning
  • Investment strategies
  • Ongoing monitoring and maintenance
  • Tax management strategies
  • Wealth structuring
  • Trust services
  • Education savings planning
  • Socially responsible investing
  • Insurance and risk management needs
  • Long-term capital appreciation strategies
  • Wealth transfers
  • Qualified Domestic Relations Order (QDRO) topics
  • Business benefit services

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

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (586) 255-5858