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INVESTING
Planning, saving and investing for the future is crucial. Whether you are 18 and starting out or retiring and leaving the working world forever, you should have a plan for your money. We adhere to an investment philosophy and strategy that has your hard earned dollars working for you, for the long haul. No matter what stage in life, we are here
to get you started!
PHILOSOPHY
Dividend Growth Investing. There are many versions of this philosophy, but simply put: we believe that a risk adjusted portfolio should provide for capital growth while simultaneously growing a stream of income. This is achieved by investing in quality publicly traded
investments, and compounded by
dividend growth and/or reinvestment over time. Using this philosophy, we tailor and build portfolios to pursue our client's retirement goals at any age.
OBJECTIVE GUIDANCE
LPL does not offer any proprietary products. The independent resources of LPL are used to research and to provide objective advice. We are not obligated to or contracted with any financial institution to sell their products, which allows us to give unbiased guidance and advice that serves the best interests of our clients.
Have questions?
Check out our FAQ's or contact us.
Disclosures: Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA www.finra.org / SIPC www.sipc.org / Broker Check https://brokercheck.finra.orgThe LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: AK, AL, AZ, CA, CO, CT, FL, HI, IA, ID, KS, MN, MS, MT, NC, ND, NM, NV, NY, OH, OR, SC, TX, VA, WA, WI