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.

What It Takes to Become an Accredited Investor

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
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IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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Tax Freedom Day

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.
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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, 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

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