We typically work with people who are investing for retirement or are already retired and want to supplement their retirement income with investment earnings. Our clients come from all walks of life. Attorneys, doctors, farmers, teachers, government employees, veterans, women and men.

The clients that seem to like us the most are those who appreciate straight forward advice without all the Wall Street slang. Some clients are very wealthy and some are just starting to accumulate retirement nest eggs. They all have unique financial situations and goals.

You can expect a casual, straight-forward conversation at no cost and no obligation. We like to plan for an hour to get to know one another. No statements or exact information is necessary at this first meeting. Some clients bring all of their financial information and with others we gather it as we work over time to build a plan. We can start with just “off the top of your head” information. Building a solid strategy for you is worth taking our time for.

Our office environment is intentionally very casual. No suits and ties and no industry jargon. We want you to come as you are, and we want you to feel comfortable asking any question.

LPL Financial is a well-known financial services firm.   Please visit the LPL Financial website for more information.