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Our Firm

As an independent firm, we are committed to offering excellent customer service and objective advice.

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Our Services

We offer a full range of investment and financial services and have access to a wide array of solutions.

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Guided Wealth Portfolios*

We strive to build lasting relationships with our clients, offering ongoing education and guidance.

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Weekly Commentary

Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.

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"Financial freedom is available to those who learn about it and work for it."

Robert Kiyosaki

*Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered  investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.