Throughout the years, we will help you and your family develop and pursue your long- and short-term financial goals. We tailor investments to defend your principal and income while keeping a sharp eye on tax savings. The gift of spending my childhood in Western Oklahoma gave me a firm foundation of principles, as well as a strong work ethic.
My faith gives me a sense of purpose and a servant's heart. I have a naturally curious disposition that compels me to learn about people and their stories. It is those stories that shine a light on who we are and that help me better understand my clients and friends.
My faith gives me a sense of purpose and a servant's heart. I have a naturally curious disposition that compels me to learn about people and their stories. It is those stories that shine a light on who we are and that help me better understand my clients and friends.
Services
Providing comprehensive wealth strategies involves more than just investment guidance. We engage your CPA, attorneys, and other trusted professionals to address the entire scope of your financial concerns. We get to know who you are and who is important to you. That's our definition of family, and we believe it's crucial for us to understand your objectives - whether family is involved in your financial plan now or in the future.
We are affiliated with LPL Financial, the nation's leading independent broker-dealer, * which offers an integrated platform of technology, brokerage, and investment advisor services to more than 16,000 financial advisors and approximately 700 financial institutions. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.
As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here's the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration.
If you're like most plan sponsors, you have many demanding challenges competing for your attention. LPL representatives work with retirement plans every day, and they will help save you time and effort. LPL representatives bring the experience and tools that deliver value, help seek to improve participant outcomes, and help manage your fiduciary risks.
Fortune 500 ranks U.S. companies based on a review of the prior year's total revenue and factors such as profits after taxes, year-end assets and total stockholders' equity. Sustainable investing is investing with the intention of generating a positive ESG impact alongside a financial return. LPL supports the growth and development of sustainable investing practices by providing education, insights, research, and solutions.
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