Motivated For Your Future
We work hard so you can enjoy your retirement. We have youth on our side and are knowledgeable of the latest industry technology.
An Intimate Understanding Of Your Needs
We understand the complexities investors face when planning for retirement. We can help guide you to the strategy that is appropriate for you.
Our independence allows us to craft investment plans that are aligned with your needs and situation.
A Specialized Client Base
We have the knowledge to serve a variety of clients, and the majority of our clients are Boeing, Microsoft, and Amazon employees.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management, among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2019, 2020, and 2021 Five Star Wealth Managers.
Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP® professional.
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.
Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the highest standard of financial planning.
We follow the 7 Step Process as defined by the CFP® Board
With over 6 million different investment options, we build professional custom fee-based investment portoflios.
We care about your retirement and investment goals. The relationships we build with our clients are our utmost priority.
Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.
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