Broker Check

Services

How We Work

Our 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 Planning

  • Savings Strategy
  • Income Strategy
  • Workplace Investments
  • Long Term Care

Investment Strategy

  • Asset Allocation
  • Tactical Allocation
  • Asset Location
  • Tax-Advantaged Investing
  • Taxable Savings Strategy

Retirement Planning

  • Savings Strategy
  • Income Strategy
  • Workplace Investments
  • Long Term Care

Income Strategy

  • Disability
  • Premature Death Protection
  • Outliving Income

Asset Management

  • Estate Planning Strategies
  • Tax Planning Strategies
  • Wealth Transfer Strategies
  • Charitable Giving Strategies
  • Trusts

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
Phone
Question
Thank you! Oops!