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.

The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?
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18 Years’ Worth of Days

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
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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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