The Independent Experience

What is an independent financial advisor, and why is it essential to have one working on your side? Being strictly independent does not only mean that we are not obligated to push certain products or interests, it means we have the extraordinary opportunity to offer you first class service and the best investments available in the marketplace. With such an overwhelming number of investment options, one of the most important decisions you can make is to seek the advice of a trusted, qualified advisor. For this important partnership, you need a trained and experienced professional who sees your total financial picture, someone who can help you define your life goals, establish the appropriate financial plan, provide strategies focused on your needs, and strive to help you stay on track. Based on your current financial position, objectives, and desires, we will advise you on the appropriate actions to take and will customize your portfolio with investments that tailor specifically to you.

Financial independence is exceedingly important for LPL Financial, the number one independent broker/dealer in the United States (based on total revenues, as reported in Financial Planning magazine, June 1996-2022). This is the foremost reason why we decided to make LPL Financial our broker/dealer. It is important to us that you remain financially fit by getting up-to-date research and advice. Teaming with LPL Financial has enabled us to offer you this extensive research and customized advice that is essential for your financial success.