What we offer and how we do it.
Investment management | Our portfolio design process begins with our attentively listening to your investment preferences. We ask key questions to help us clearly identify these. Our goal is to create the most effective portfolio we can, based on your preferences and reflecting your values and situation.
Financial planning | After crafting a plan with you, we help you implement your plan. Then we update it as needed according to changes in your preferences or situation.
Business retirement plans | Business owners work with our firm to assist with plan design for retirement plans that help provide employees with a strong benefit and to minimize taxes. Through our independent platforms, we educate plan sponsors regarding potential plan design options.
We provide our business owners with these services:
Strategy and execution consulting
Tax planning and preparation
Recognizing that taxation can shrink what you or your heirs keep by as much as half,- we help you confront the 800-pound gorilla in the room. As many have said, "It's not what you make--it's what you keep" that matters. Whether we are designing a portfolio, creating a financial plan, or helping you plan the sale of a business, we integrate tax considerations into the equation. Tax preparation* is billed based on the complexity of the tax return and any other unique requirements of individual clients.
*Tax preparation services are not associated with, affiliated with, or offered by LPL Financial. Tax preparation is offered solely through The Perspective Group, LLC.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness
Securities offered through LPL Financial, Member FINRA/SIPC. www.finra.org, www.sipc.org
Investment advice offered through The Perspective Group, LLC, a registered investment advisor and separate entity from LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, HI, IL, IN, KS, MO, MT, NC, NM, NV, NY, OH, OK, PA, SC, TX, WA