Our Commitment Our commitment is to provide comprehensive financial services that are built on integrity and a personal relationship. How Do We Work For You? We Get to Know You....First What are your goals?Where is your LPL comfort level?What kind of investments are appropriate for you? We Stay in Touch Regular face to face meetings (at least annually) Quarterly and annual report Office or home consultations - wherever you feel comfortable Periodic Reviews In an effort to be accountable to our clients, we plan annual reviews to help ensure a clients portfolio is still aligned with their current goals/objectives. Let Us Help You Answer These Important Questions! Where am I today financially, and where do I want to be?What do I need for monthly cash flow, and how do I ensure that it is sustainable?How do I make important financial choices?How often do I need to revise my plan?Are my hard earned assets protected from estate taxes and costly probate fees?