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>Retirement Traps to Avoid</p>

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
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<p>Five Most Overlooked Tax Deductions</p>

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.
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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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