A FULL SERVICE FINANCIAL CONSULTING FIRM
Today's investment climate offers unprecedented opportunities.Our mission is to help clients take advantage of those opportunities by providing them with three key tools.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
Cindy Havenhill, MBA | CFP®
As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.
LPL Financial
LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth.
Research
Stay informed on the things that could influence your financial picture the most. We offer research and articles.
Have a Question?
Our investment advisors would be happy to answer any questions you have about your financial situation.
Happening Now
Relief at the Pump and for Portfolios? | Weekly Market Commentary | June 27, 2022
2022 has been a rough year for the U.S. consumer, but LPL Research shares some potential signs that energy trends could be changing.
Bear Market Question and Answer | Weekly Market Commentary | June 21, 2022
LPL Research discusses the bear market and the trends of the stock market after a bear market.