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>Investing for Impact</p>

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.
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<p>Your Changing Definition of Risk in Retirement</p>

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.
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<p>Capital Gains Tax Estimator</p>

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.
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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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