My Services

Professional Areas of Practice:

  • Investment Services
  • Advisory Services
  • Financial Planning Services
  • Fees Planning Services
  • Estate Planning Strategies
  • Wealth Transfer Planning
  • Insurance Services
When selecting Advisory Services, this avenue offers an investor the flexibility to utilize a variety of investment vehicles to address their individual objectives.  At LPL Financial, Inc., Advisory Services can be established for the minimum account size of $5,000.  The Advisory Fee can be a sliding scale based upon account size and services required.
Going beyond just investing services, clients often desire an hourly fee basis to meet certain other concerns.
This form of fee can be determined at the time of the requested services and is best accomplished through a written and mutually agreed upon agreement.
Samples of such Services:
  • Assistance with organization of files.
  • Processing of account registration changes.
  • Help with various Financial calculations.
  • Groundwork leading to & for Funding of Trusts.