801 West Bay Drive
A deep-rooted philosophy
Visit our office and you'll observe one consistent, overriding philosophy that distinctively defines the way we do business: "Serve, First, Last and AlwaysSM." The essence of this philosophy is that in all client engagements, regardless of the circumstances, we help our clients take the actions necessary to put their financial affairs in the appropriate order. As part of this philosophy:
Financial planning culture
We employ a fully integrated total wealth management framework that provides a more complete view of our clients’ financial condition and planning issues. This approach leads to more effective decisions in that each component of the clients’ financial situation – estate, investment, retirement, business owner, and college funding planning, as well as insurance, if applicable – is analyzed and evaluated. We then develop an customized, comprehensive, and coordinated financial plan specifically tailored to help address our clients' financial needs and requirements.
Our personalized approach helps ensure that we understand all aspects of the clients’ finances as we implement the appropriate solutions. The plan leads to the solutions, rather than allowing the solutions to determine the plan. To help our clients toward a confident future, we follow a disciplined six-step process.
Establish and define the client-advisor relationship
Date & Goal Setting
Gather client data, including goals and expectations
Evaluate Current Plan
Process and analyze information to determine financial needs
Develop and present financial planning recommendations and/or alternatives
Action Plan & Solutions
Implement the financial plan recommendations
Review & Reevaluate
Review the financial plan recommendations
Our unique organizational structure, backed by our abundant intellectual capital, is one of our greatest strengths. We are one firm whose resources are managed nationally, but deployed regionally and locally. Because we provide a deep level of knowledge and resources, our financial planners receive consistent, high quality functional support that enables them – and, ultimately, you to receive the very best thinking our firm has to offer.
As a member of LPL Financial – a Fortune 500 company – we operate from a position of strength. Committed to providing outstanding personal service, we utilize a team approach – anchored by our skilled advisors, who are responsible for managing all pertinent aspects of financial planning.
Your clients will benefit from the additional support of local and national wealth management teams, which consist of industry specialists who have strong technical backgrounds in all areas of financial planning. This business model allows our financial planners a high degree of autonomy so that they can focus solely on helping clients toward their financial goals.
We believe in leading by providing sophisticated financial and estate planning to individuals who already have an advisor they value. Collaboration is the key to our process.
We believe that financial plans are not worth the paper that they are printed on if they are not properly implemented. In addition, we provide access to nearly 100 private money managers nationwide, as well as thousands of mutual fund managers, exchange traded funds, individual issue bonds, TIPS, public and private REITs, and hundreds of fixed and variable annuity contracts.
With a full range of products and companies, we are positioned to offer our clients high-quality insurance and investment products that are available in the industry today.