Steve and his team use a personal CFO approach to modeling the economic consequences of your many financial decisions. We develop comprehensive financial plans and investment management strategies designed to address your specific financial objectives and life goals. Our investment philosphy is based on an active style that uses technical analysis to remove the emotion from investment decisions and allow significant allocations to cash or other asset classes in time of extreme market disruption and heightened risk. Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC www.finra.org and www.sipc.org 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. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, DE, FL, MD, MN, MO, NV, OK, OR, PA, TX, UT, WA.