Welcome to our website. We trust you will find it both easy to navigate and a helpful resource for your assorted financial needs. Our mission is to help our clients improve the quality of their lives by taking a holistic approach which combines comprehensive wealth planning with their life values and goals.
If you would like to better understand your innate behavior around money, please take our Money Quiz located on our home page. This quiz will help you identify the various archetypes that impact your money decisions – and may be good or bad! Understanding your behavior around money is often a critical piece of making better money decisions. Just click on as many characteristics that apply and click SEE RESULTS which lists your money archetypes.
If you have questions regarding any financial issues or want to find out more about your money archetypes after taking the Money Quiz, please 'Contact Us' and please ask! We will be more than happy to provide independent and objective advice.
We look forward to continue working with you to help ensure your financial independence.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Colorado, Hawaii, Kentucky, North Carolina, Nevada, Oregon, Tennessee and Washington.
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.
The Registered Representatives are with and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC