We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We work in cooperation with our client's tax consultant's and estate attorney's to develop specific strategies for our client's benefit.

We can help you address:

  • Taxable investment strategies
  • Retirement investment and distribution strategies
  • Estate conservation and charitable gifting strategies
  • Insurance and risk management strategies

We also can answer your financial planning questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
Our experience has helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Meet the Team

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