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.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
One of the most common questions people ask about Social Security is when they should start taking benefits.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
What can be learned from the savings rate?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Five phases to changing unhealthy behaviors.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
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.
Use this calculator to estimate your capital gains tax.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
If you died, what would happen to your email archives, social profiles and online accounts?
$1 million in a diversified portfolio could help finance part of your retirement.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Taking your Social Security benefits at the right time may help maximize your benefit.
You’ve made investments your whole life. Work with us to help make the most of them.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?