The Importance of Independence

We are committed to providing clients with objective guidance and appropriate solutions, and placing their best interests above our own at all times.  

The CFP^®   Board's Code of Ethics and Standards of Conduct https://www.cfp.net/about-cfp-board/code-and-standards.

We will provid you with a signed Fiduciary Oath.

We are self-employed, which means we work for our clients. Our goal is to help you make the right decisions for your unique circumstances.

Supported by the resources of independent broker/dealer, LPL Financial, we have access to independent research, state-of-the art technology, innovative investment tools, and exceptional support. 

We invite you to explore the LPL website to learn more about how LPL supports and supervises us. http://lplfinancial.lpl.com

In our practice, there are no proprietary products, sales goals, or incentives.

We can work together in a variety of ways. Through LPL Financial, we offer hourly consulting, flat-fee financial planning, and investment management (commission-based brokerage, and fee-based advisory). 

You may also find more guidance on developing a relationship with an independent advisor from the Financial Industry Regulatory Authority:  http://www.finra.org/Investors/index.htm