Please take a minute to review some of the additional resources available on my website
Research
I don’t pick the investments, I pick the managers. One of the benefits of working with LPL Financial, the largest Independent Broker Dealer in the country, is access to truly independent research. This research allows me to create custom portfolios that are matched to your investment objective and your stated goals. This research is much to large of a task for one person, so please take some time to familiarize yourself with the team that I have providing analysis for me to help you.
Twice a year I provide a Retirement Planning Workshop weekend. This is limited to 4-5 couples and is usually in the mountains away from the distractions of home. During the weekend I work with clients to develop a master plan for their retirement. I start with long term objectives and work to develop action steps for your retirement. This is more than asset allocation. It is what is really important to you and how we can achieve your goals. It is a very detailed process so those attending should come expecting to work. Reservations are made on a first come first serve basis.
Educational Lunches
Each quarter I host an educational lunch seminar. Sometimes they are in my office and sometimes they are at a nearby restaurant. I bring in speakers to discuss topics primarily relating to retirement. Topics change each quarter. If you would like to be invited or you have topics that you have questions about, please let me know and I will add you to the invitation list.
Securities, Insurance Products and Financial Planning offered through LPL Financial and its affiliates, Member FINRA / SIPC
Not FDIC or NCUA/NCUSIF Insured | No Bank or Credit Union Guarantee | May Lose Value |
Not Guaranteed by any Government Agency | Not a Bank/Credit Union Deposit
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following States: North Carolina.
I don’t pick the investments, I pick the managers. One of the benefits of working with LPL Financial, the largest Independent Broker Dealer in the country, is access to truly 
Twice a year I provide a Retirement Planning Workshop weekend. This is limited to 4-5 couples and is usually in the mountains away from the distractions of home. During the weekend I work with clients to develop a master plan for their retirement. I start with long term objectives and work to develop action steps for your retirement. This is more than asset allocation. It is what is really important to you and how we can achieve your goals. It is a very detailed process so those attending should come expecting to work. Reservations are made on a first come first serve basis.
Each quarter I host an educational lunch seminar. Sometimes they are in my office and sometimes they are at a nearby restaurant. I bring in speakers to discuss topics primarily relating to retirement. Topics change each quarter. If you would like to be invited or you have topics that you have questions about, please let me know and I will add you to the invitation list.
