Our Services

We focus on delivering quality custom financial solutions for your short-term and long-term financial goals. We provide the following services through our broker dealer, LPL Financial, using a virtual team approach with experts within or allied with our firm:

  • Global Investing*
  • Goal-based Financial Planning Strategies
  • Individual Retirement planning
  • Retirement plans for small businesses, dental and  medical practices
  • Estate Planning Strategies
  • Insurance Planning Services


*Additional risks are associated with international investing, such as currency fluctuations, political and economic stability, and differences in accounting standards.