Our unique approach utilizes the talents and efforts of our entire team to give clients the very best in wealth planning and money management. This approach has allowed us to build one of the most successful financial planning firms in the country. <br /><br />Securities and Advisory Services Offered Through LPL Financial -- MEMBER FINRA/SIPC and a Registered Investment Advisor <br /><br />The LPL Financial registered representatives associated with this site may only discuss or transact securities business with residents of the following states: <br /><br />AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV.