We believe that clients who ultimately benefit the most from our services understand something very important about their time and their money: to lead a more productive life with financial confidence, it pays to have good, sound advice. We offer financial planning, a disciplined investment process, and exceptional customer service. We help you make thoughtful decisions about issues that affect your financial well being, so you can pursue and maintain financial independence. Whatever your goals, we can help you put together a plan with a professional designed to maximize your potential. A trusted partner with you every step of the way. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC. sipc.org. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with The AdvisoryOne Group, LLLP 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.