Our Service

"Regardless of when you begin to accumulate wealth, a successful plan will require:  A long-term investment strategy.  A commitment to seeing that strategy through.  An understanding of your tolerance for risk."


Steve offers you assistence in setting, monitoring and meeting your financial goals.

  • He interviews you, using several tools to capture a picture of your financial situation, your goals, and your risk tolerance.
  • He brings 30 years of experience as a financial advisor, along with the tools and resources of LPL Financial, and product alternatives from numerous trusted providers, together to develop solid financial plans specifically designed for you.
  • At strategic points, Steve reviews your strategies with you, helping you update them as needed.

By having your values and objectives incorporated into your plan, having your questions and concerns answered, and having the efficacy of your plan periodically reviewed with adjustments made as needed, you can have clarity that your financial strategy is worth committing to.


We can help you execute a sound financial program utilizing the following services:

  • Personal Financial Strategies
  • Retirement Planning
  • Wealth Management
  • Income Distribution Strategies
  • Portfolio Analysis
  • Full Service Brokerage
  • Investment Advisory Accounts
  • Tax Advantaged Investment Strategies
  • Protection Strategies
    • Life
    • Disability
    • Long Term Care
    • Medicare Planning