Resources

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

Estate

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

Tax

Understanding tax strategies can potentially help you better manage your overall tax situation.

Tax

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

Lifestyle

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

Money

Managing your money involves more than simply making and following a budget.

Insurance

 

Meet the Investment Services Team

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Todd Jones
Sr. LPL Financial Consultant
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Cindy Widener
LPL Registered Assistant
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Cindy Widener
LPL Registered Assistant