Why your financial advisor should be independent

In today's climate of fear, corruption and greed, we avoid the conflicts of interest that are inherent in Wall Street investment firms, insurance companies and banks. Our firm does not engage in any investment banking activities, we provide NO proprietary products and, as a result, we can avoid any conflicts of interest that get in the way of providing independent, objective recommendations that are suitable for our clients.   This establishes a clear line between us and our competitors (wire houses, insurance companies and banks) whose captive advisors work within a framework in which they are directly compensated to "push" proprietary products.  Unfortunately, many brokers in these companies do what is more suitable for them, not their client.  

In light of our passion for independent/objective advice we have aligned ourself with LPL Financial, LLC.  Who is LPL Financial?  LPL Financial is one of the nations leading financial services companies, and is the #1 independent broker/dealer in the country for the past 17 years*.  LPL Financial provides us with integrated technology, comprehensive clearing and compliance services, training, and independent research. Simply put, they allow us to focus on what we do best:  Help the clients we serve attain their financial goals and fulfill their life dreams.

*Financial Planning Magazine June, 1996 - 2013, based on total revenue