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We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Three reasons to be thankful
ln the latest edition of LPL Street View, LPL Financial’s Chief Market Strategist Ryan Detrick covers three reasons to be thankful as we move into the final two months of the year. Key takeaways include:

Stocks at all-time highs

Improving economic conditions

Positive COVID-19 trends

MARKET INSIGHTS

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer

Checking in on Biotech | 5 Charts With LPL Research

Nov 23, 2021

How Have Stocks Done Under Jerome Powell?

Wednesday, November 24, 2021

The big news this week was Jerome Powell will remain in charge of the Federal Reserve (Fed) for four more years, so we wanted to do a quick blog that looked at how stocks have done while he has been the Fed Chairman.  

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Your Future:  Retirement is an exciting prospect for many and choosing how to spend your retirement could likely be based on the planning you do today.

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Understanding uncertainty & what that means helps us build & navigate a course that's unique to you.


Do You Know Your Risk Number? Free Portfolio Risk Analysis
<p>Impact of Taxes and Inflation</p>

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Invest

Years of experience have prepared us to guide you through life's transitions. 

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Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Want to learn more about retirement, Social Security, or estate strategies? 

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<strong>Welcome to the family!</strong>

Welcome to the family!

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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<strong>Your goals are our goals.</strong>

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

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<strong>Where do you want your financial roadmap to take you?</strong>

Where do you want your financial roadmap to take you?

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

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