Money Management and Investment Strategy

Read more about our unique investment strategy and money management style.

LPL Weekly Market Commentary

Read about what's happening in this week's markets.

Investment Philosophy

Learn more about our Investment Philosophy.

Download our NEW APP available on both iPhone and Android phones!

Our NEW APP will allow you to gain access to daily news, blogs, setup an appointment, make a one touch call, send us an email, view your accounts, get directions and more!

Why a Certified Financial Planner (CFP)?

How do you know if you could benefit from the services of a financial planner? If you simply don’t have the time or desire to plan and manage certain financial aspects of your life, a professional planner might be a good fit.

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Retirement Income Planning

We can help you clarify your vision for retirement, balance competing priorities, identify and develop the financial resources to provide for your needs and wishes in retirement.

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Financial Planning for Women

Our award winning senior partner, Cam Neri, designed a financial planning program especially for women.

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Why Choose a CERTIFIED FINANCIAL PLANNER™ - CFP®?

How do you know if you could benefit from the services of a financial planner? If you simply don’t have the time or desire to plan and manage certain financial aspects of your life, a professional planner might be a good fit.

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Account View

Accessed from a computer, tablet or smartphone, Account View is your secure, convenient, 24-hour online access to your investment account information.

Latest From The Blog

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    Giving Back: International Women’...

    This year, in honor of International Women’s Day 2016, we hosted a gift bag making party. The gift bags were donated to Next Door.
    Next Door is a local non-profit agency providing victims of domestic violence with safe, effective alternatives to […]

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  • Strategy for Making Charitable Cont...

    Strategy for Making Charitable Contributions – The Qualified Charitable Distribution (QCD) is a distribution of funds from an Individual Retirement Account (IRA) that goes directly to a 501(c)(3) charitable organization.
    In the recent Federal budget legislation, the Qualified Charitable Distribution for […]

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  • Art Show Photos...

    In celebration of the artistic talents in our midst we held an open house in 2015 showcasing the works of seven of our clients. Our office was turn into an art gallery with paintings, quilts, embroidery, sculptures, print samples, ceramic […]

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