Individuals & Families

Most successful investors make their money over time, not overnight. As Registered Representatives of LPL Financial, we'll take the time to develop an investment approach that will help you:


  • Invest for Retirement
  • Save for College
  • Work toward the financial future you envision
  • Properly allocate assets
  • Simplify your financial recordkeeping



We develop a plan that helps to address your financial objectives and continually monitor your assets, periodically suggesting allocation changes. We regularly use the following types of investment vehicles for our clients:



  • Mutual Funds
  • ETFs
  • Stocks
  • Corporate Bonds
  • US Treasury Securities
  • Municipal Bonds
  • College Savings Plans
  • Annuities
  • Insurance



Asset allocation does not ensure a profit or protect against a loss.