Team Services

We are independent LPL financial advisors, which means, our priority is client satisfaction, not product sales. Because we are independent, we are objective in the investments, services, and products we recommend; there is no incentive to recommend anything but the most appropriate for your situation.

If our clients do well, we do well. Simple.

  • Mutual Funds
  • High Net Worth Consulting
  • Trust Services through Private Trust Company, N.A.: Custody, Asset Management, Administration, Trust Design, for more:
  • Collateralized Accounts
  • Hourly or Flat Fee Planning (For those that manage their own money, need a different opinion, or want to make sure they are on track, without moving your assets)
  • Comprehensive Asset Management Accounts
  • Variable and Fixed Annuities
  • Individual Stocks and Bonds
  • Estate, College, Business, Tax, and Retirement Planning
  • Domestic and Foreign Securities
  • Retirement Plans: 401k, 403b, SIMPLE, SEP, Owner K
  • Alternative Investments
    • Managed Futures, Options, Structured Notes, Private Equities, Non-Traded REITS, Oil and Gas, Hedge Funds, and Exchange Funds
  • Insurance
    • Life Insurance (Whole, Variable, Universal, Term)
    • Long Term Care
    • Disability
    • Life Settlements and Structured Settlements
    • HealthWealth: (Individual health policies, health savings accounts (HSAs) with high-deductible policies, Medicare Advantage and Medicare Supplemental coverage

Be a part of our family...