Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
As an independent planner with LPL Financial, we have the tools in our business to not only help you start in the right direction but to help you adjust as your goals and the current investment climate change. We are on your side of your goals and objectives.
We focus on your retirement and legacy planning needs that may span 20 or more years. We not only focus on your concern of outliving your savings, but have a discussion with what products and services in the current investment climate meet your risk tolerance now and through your retirement years. Asset allocations may change over time but your goals and retirement are our main focus.
We believe that our time, financial resources and our natural resources are a blessing from God. If your beliefs and values are the same, we can help you not only invest your finances in a biblically and socially responsible way but help you with legacy planning. If you would like to see how you can a line your values with your financial and earthly resources, please let us help your journey by reaching out to us today.