We are proactive financial consultants primarily for a select group of successful professionals, business owners and their families, who among other things aspire to a work-optional lifestyle. We have developed and refined a process that helps our clients gain confidence and clarity in their financial future by seeking to put all the pieces of the financial puzzle together. We employ a comprehensive planning process combined with sophisticated technology that is a one stop portal to view your financial assets. We can link all your financial accounts for a complete and up-to-date view of your financial situation. Our 360˚ view of your financial world can help improve overall performance, minimize the impact of debt and taxes and enhance your lifestyle. With your goals as the centerpiece of our process, we can provide you financial reports that clearly illustrate where you are now and how our recommendations can help you pursue your goals. Currently serving clients in: AZ, CA, DC, FL, ID, IL, MI, MO, NC, NH, NY, OH, PA, SC, WA, WI 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. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the Contact and Personal Info section.