Rachel Meeting
Being fully independent, we are free to choose investments based on what's best for you.

Key elements of our process include:

Support from quality institutions

LPL Financial provide us with a deep bench of expertise and practice management support. The benefit for you? We spend less time running our business and more time focusing on your needs.

An informed point of view, tailored to your needs

Your portfolio is customized yet grounded in modern portfolio theory and a disciplined asset allocation* approach. We work with you wherever you are, and accommodate your current holdings, preferences and constraints.

A comprehensive approach

We assist with the entire range of financial issues including: investments, insurance, retirement, stock options, college, incapacity, trusts**, and small business plans.

Motivated by heart and meaning

We recognize that your money affects all aspects of your life: your well-being, ability to care for loved ones, and causes that are important to you. We offer a flexible array of environmental, socially responsible, and charitable investment options.

Our process includes clear goal-setting, a targeted strategy, frequent communication and portfolio adjustments over time.
Process Chart
Rachel Wagner

Our investment approach flows from your financial objectives, risk tolerance, resources, time frame and age.

We develop personalized portfolios using modern portfolio theory* and asset allocation, focusing on risk, return, cost, and tax implications. For clients interested in social and environmental investing, we offer sustainable and responsible investment options at the asset manager level or individual stock basis.

As independent advisors, we are free to select the best, most appropriate investment vehicles for clients. Via the LPL Financial platform, we access a wide range of money managers, rigorous due diligence, institutional-class research, and separate custody of client funds. We monitor selected money managers to evaluate their performance.

We offer a wide range of services

Individuals

Investment Services

  • 401(k) Rollovers
  • IRA Transfers
  • Traditional IRA
  • Roth IRA
  • SEP-IRA
  • 529 College Plans
  • Fee-based Asset Management
  • Separately Managed Accounts
  • Brokerage Accounts
  • Common Stock
  • Bonds
  • Mutual Funds
  • Real Estate Investment Trusts
  • Alternative Investments
  • Variable Annuities
  • Structured Products
  • Tax Harvesting

Financial Planning

  • Retirement Planning
  • Options
  • Restricted Stock
  • College Planning
  • Estate Planning
  • Tax Planning
  • Trust Services**

Insurance Services

  • Term Life Insurance
  • Permanent Life Insurance
  • Fixed Life Insurance
  • Variable Life Insurance
  • Long-Term Care Insurance
  • Social Security

Business Owners

Financial Planning & Insurance Services

  • 401k Plans
  • Plan Participant Education
  • Funding the Partnership Agreement
  • Buy/Sell Life Insurance
  • Disability Buyout
  • Deferred Compensation