Our philosophy is simple. We want to get to know you in order to help you make the most suitable decisions possible. As a firm, our focus is to understand your goals and develop a plan to work toward reaching them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan. Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation. Disclsoures Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (SIPC www.sipc.org)   Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.   LPL Financial registered representatives may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state