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 Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
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Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.
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What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a 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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