What Is Your Risk Tolerance?

Free Portfolio Risk Analysis

WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

<p>Inflation & Your Money</p>

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.
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<p>The Long Run: Women and Retirement</p>

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
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<p>Tax Rules When Selling Your Home</p>

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.
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HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

Christine Paul

Christine Paul

Partner/LPL Financial Advisor

Eric Birch

Eric K. Birch, CFP®

Vice President/LPL Financial Advisor

Jason J. Murphy

Jason J. Murphy

Partner/LPL Financial Advisor

Jonathan  Suzio

Jonathan Suzio

Administrative Assistant

Ryan  Mackinder

Ryan Mackinder

Partner/LPL Financial Advisor

LET'S GET CONNECTED

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