Services How We WorkOur first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.We provide assistance in the following areas:Retirement PlanningSavings StrategyIncome StrategyWorkplace InvestmentsLong Term CareInvestment StrategyAsset AllocationTactical AllocationAsset LocationTax-Advantaged InvestingTaxable Savings StrategyRetirement PlanningSavings StrategyIncome StrategyWorkplace InvestmentsLong Term CareIncome StrategyDisabilityPremature Death ProtectionOutliving IncomeAsset ManagementEstate Planning StrategiesTax Planning StrategiesWealth Transfer StrategiesCharitable Giving StrategiesTrusts LPL Financial, Stratos Wealth Partners and Boreman Norton Cook Wealth Partners do not provide tax or legal advice. Clients should consult with their personal tax or legal advisors regarding their personal situations.LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Have a Question Name Email Address Phone Question Thank you! Oops!