Our first priority is your 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.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
LPL Research: Street View
Take a look at the most recent video posted by LPL Finanical's official YouTube channel for market insight.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Tax preparation may be the perfect time to give the household budget a check-up.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Important items to consider when purchasing condo insurance.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investors seeking world investments can choose between global and international funds. What's the difference?
Around the country, attitudes about retirement are shifting.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Here is a quick history of the Federal Reserve and an overview of what it does.
There’s an alarming difference between perception and reality for current and future retirees.
The market is as unpredictable as the weather. We’d love to help you prepare.