We work with families and closely held businesses to provide them with investment management, retirement planning and financial planning. It is our mission to provide personalized service and objective advice to help our clients make important financial decisions. We work to understand our clients current financial picture, then partner with them to develop customized strategies with the objective to grow and preserve their wealth. With regard to our clients irreplaceable capital it is our goal to help ensure their money provides them the lifestyle they have worked hard to enjoy. To live the life that matters most to them - TO LIVE WELL and TO LIVE FREE! Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Freedom Wealth Alliance, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit: www.freedomwealthalliance.com