Services

Not every company is good at everything. You wouldn’t by a bus from Lockheed Martin, right?

Based on this belief, we work with LPL Financial because they allow us the flexibility and open architecture to choose the right investments for you regardless of what company offers them. LPL does not have any proprietary products; therefore, we are not obligated to use a product that may not be right for you in your portfolio simply to meet our company’s expectations.

We believe LPL is the right firm for us to partner with because they share our goals of integrity, transparency, and earned trust.