Services
How We Work
We specialize in providing comprehensive, fee-based* wealth management services to corporate executives, professionals, business owners, and other affluent clients. We utilize a team approach in analyzing and planning a client's investment portfolio, estate plan, cash flow, income taxes, and retirement. We customize each portfolio to help work towards each client’s individual needs.
In managing each client’s various needs, we utilize the following investment vehicles:
Full List of Our Services
Retirement Planning
Defined-Contribution Plans
Defined-Benefit Plans
Executive Compensation
Annuities
IRA's including ROTH IRA's
Investment Planning
Asset Allocation Diversification
Risk Assessment
Tax
Portfolio Strategies
Estate Planning
Will Planning
Trust Planning
Intergenerational Wealth Transfers
Charitable Giving
Family Limited Partnerships

Retirement Questions That Have Nothing to Do With Money

The Great Debate Continues: Active vs. Passive

The Average American Budget
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
Kevin.Rogers@LPL.com | (303) 393-2406