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.
Happening Now

Market Policy Projections for 2021 | Weekly Market Commentary | January 11, 2021
LPL Research explores policy changes affecting the stock markets in 2021, including taxes, regulation, and stimulus prospects.

Client Letter | 2021 Brings a Fresh Start | January 7, 2021
The US economy has made tremendous progress in its recovery and is poised to continue growing despite ongoing impacts from COVID-19.