Our Services

You have a vision of what you want your future to look like… But do you know the financial steps and strategies that can turn it into reality?

You don’t need to become an expert in personal finance. We can partner with you to take on every financial challenge. Common challenges include:

Personal Finances

How much should I have in emergency savings?

Should I buy or lease a car?

Can I afford to buy a home? Vacation home? Income Property?

What’s the best investment strategy for me?

How can I lower my taxes?

Should I pay off my student loans early? What about my mortgage?

What should I do with the 401(k) from my old job?

Family

How do I make sure my family is taken care of if something happens to me?

How do I pay for my kids’ college?

How do I balance my competing goals - paying off debt, saving for my kids' college, saving for my retirement, helping aging parents etc.?

Retirement Planning

Am I saving enough?

When will I be able to retire?

How much can I afford to spend each month without running out of money?

Should I take my pension as a lump sum or as monthly payments?

How can I maximize my Social Security and Medicare Benefits?

How will I pay for rising healthcare costs?

Our Personal CFO Services

Unlike ordinary Financial Advisors who simply manage investments and sell insurance, a Personal CFO offers a full-service concierge approach to wealth management. As your Financial Planner, Investment Manager, Risk Manager and Wealth Coach, your Personal CFO will be there to answer all your financial questions, help you chart the best course to achieve your vision and guide you every step of the way. Our services include:

Financial Planning

Retirement Planning

College Planning

Income Planning

Healthcare Planning

Estate Planning

Investment Management

Stocks

Bonds

ETFs

Mutual Funds

SMAs

Annuities

Brokerage Accounts

Traditional IRAs

Roth IRAs

SEP IRAs

SIMPLE IRAs

Risk Management & Insurance

Life Insurance Strategies

Disability Insurance Strategies

Long-Term Care Strategies

Schedule your free, no-obligation consultation

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.