Overview

We are a hybrid RIA that maintains a broker dealer affiliation with LPL. However, my practice is virtually all fee based planning using mainly mutual funds. Our strategy is based soley on strategic asset allocation. Each prospect receives a comprehensive financial plan prior to becoming a client which typically includes a retirement projection, distribution projection, analysis of current holdings and detailed explanation of our proposed line up.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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