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
The Earnings Boom Is Here | Weekly Market Commentary | April 12, 2021
The outstanding fourth-quarter earnings season we had in 2020 is a tough act to follow, but 2021’s first quarter has the makings of another potentially great earnings season.
Raising Forecasts…Again | Weekly Market Commentary | April 5, 2021
LPL Research revises previous forecasts to better reflect the growing optimism of an economy on the rebound.