Wealth management and comprehensive financial planning for affluent individuals and small business owners. Specialties:Retirement, investment, asset allocation, college saving, risk management, tax and estate planning, stock option, retirement income planning. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Lautus Wealth Advisory and Cambridge are not affiliated. Member FINRA (www.FINRA.org) /SIPC (www.SIPC.org). "For hyperlinks to FINRA and SIPC, please refer to website section above." Third-party posts found on this profile do not reflect the views of Cambridge Investment Research, Inc. and have not been reviewed by Cambridge Investment Research, Inc. as to accuracy or completeness.