We help you create a personalized financial strategy with your lifestyle goals in mind. Based on our discovery process, we work with you to build an appropriate plan that supports your objectives, then monitor it regularly to help you stay on track. Our services and strategies include:
We use a client-centric process focused on pursuing specific milestones we create together. Our comprehensive, three-step planning process is designed to help identify your needs, implement your strategy and monitor it regularly to help you stay on course:
1. Assessing Your Needs and Finances
We begin by asking you to complete a confidential personal profile that helps us gain a deep understanding of your current financial situation and goals.
2. Preparing Your Plan
We provide a detailed analysis of your finances, develop a variety of customized strategies, then offer suitable recommendations to address your future needs.
3. Implementing and Monitoring Your Strategy
Once you select the most suitable approach, we put your personalized plan into action. We then maintain consistent communication with you, carefully monitoring your portfolio and making adjustments, when necessary.
Check the background of this firm on FINRA's BrokerCheck.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Sharonview Federal Credit Union and Sharonview Financial Services are not registered broker-dealers and are not affiliated with LPL Financial.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CO, FL, GA, ID, IL, MD, NC, NJ, NY, PA, SC, SD, TX.