The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly. The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal advisor.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. The LPL Financial registered representatives associated with the website may only discuss securities or transact business with persons who are residents of: AL, FL, GA, IL, OH, LA, NC, PA, SC, VA, MS, TN, TX.
Upon the initial consultation, I gather your pertinent financial information and get a feel for your individual or family goals, priorities and risk tolerance.
Building on the information gathered, we formulate a variety of investment vehicles tailored to meet your financial goals.
Investment vehicles can include equities, bonds, preferred securities, alternative investments, mutual funds, specific municipal bonds, government agencies, Master Limited Partnerships etc as dictated by client suitability, needs and goals.
Being an Independent Financial Advisor, our priority is to cater to our client and not any other third party. So You come First!!!!
Call 919 802 8428 to get started!!!
Securities and Advisory Services are Offered Through LPL Financial.