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.

Key Money Moments: 4 Times You Should Talk to a Pro

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Learn More
Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Learn More
How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.
Learn More

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, ChFC®

Partner/LPL Financial Advisor

Jeff  Lovett

Jeff Lovett

Vice President/LPL Financial Advisor

Jonathan  Suzio

Jonathan Suzio

Client Relationship Manager

Ryan  Mackinder

Ryan Mackinder

Partner/LPL Financial Advisor

LET'S GET CONNECTED

Thank you!
Oops!