Our Services

• Free educational workshops: (contact wendy.taylor@lpl.com)
• Free economic update e-mail newsletter: (contact wendy.taylor@lpl.com) 
• Tax planning
• Estate planning
• Financial planning
• Investment management 
• Retirement plans for businesses
• Retirement planning including Social Security benefits

LPL and its representatives do not provide tax or legal advice. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Financial Planning offered through Lifetime Planning, Inc., A Registered Investment Advisor and separate entity from LPL Financial.