"To accomplish great things, we must dream as well as act."
- Anatole France
Having choices is important in investing. We believe investors' plans should change as their lifestyles and needs do. Through LPL Financial, investors are offered an extensive array of investments and insurance alternatives. Below is just a sample of the products and services that we offer.

Estate Planning 

Few things give investors more confidence than knowing that the assets they have worked so hard to accumulate over the years are protected from estate taxes, and preserved for their heirs. They are entitled to know that they have control over what happens to their estates when they die. Whether it's providing income for a spouse, educating children or grandchildren, or leaving money to a favorite charity, we all want to know that the proceeds from our estates will be used to fulfill our wishes.


Financial Planning 

Remaining sensitive to the changing needs of our clients, we keep a watchful eye on today's complex financial marketplace. We offer a comprehensive selection of investment alternatives to help address clients' evolving needs. We are dedicated to providing clients with complete financial planning services and personalized, professional assistance.


Retirement Planning

In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial adviser to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.



Although choosing life insurance can be a daunting task, selecting the right policy can be a critical part of a good wealth strategy. Whether it's legacy planning, endowment planning, or family protection, we can design a plan that fits your needs.


Long-Term Care

The most pressing financial concerns of many people tend to revolve around providing for their families, assuring adequate retirement income and preserving their estates for the future. However, few people consider what would happen to their families, themselves and the assets they have worked so hard to accumulate over the years if they were to require long-term care due to a prolonged illness or disability.


Asset Allocation 

"Don't put all your eggs in one basket."  The general idea is that instead of devoting the bulk of your assets to a particular sector or even one specific investment, you choose different types of investments. Underlying this decision is the assumption that each asset class will react somewhat differently to a given event. Asset allocation does not ensure a profit or protect against a loss.


Education Planning

No matter your child's age, what's important is that you plan now. It is easy to put off thinking about these expenses, hoping that your child will receive scholarships or financial aid. But don't count on them. While these awards do help with college funding, they are not guaranteed, not always comprehensive and not available to everyone.



Traditional and Roth IRAs are one of the best retirement vehicles available. Find out if an IRA is right for you by talking to one of our professionals.