The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Arkansas, Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Iowa, Illinois, Indiana, Kansas, Massachusetts, Maryland, Minnesota, Missouri, Montana, New Jersey, North Carolina, Nebraska, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Utah, Virginia, Washington and Wisconsin.

Affiliations

We are pleased with the affiliation our consultants have with an exceptional firm that is clearly a leader in the area of service.

Though the core of our work is thinking and planning, we do implement financial solutions, which involve execution of transactions, often for a nominal charge (fees will vary).

Our consultants' affiliation with leading independent broker-dealer LPL Financial (lpl.com, based on revenue) gives us an edge in providing you with quality executions and financial processing for our clients. LPL is a member of FINRA and SIPC.

While not a household name, LPL Financial is the 5th largest broker-dealer in the U.S.