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Delivering the Support and the Financial Guidance You Need

We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.

 

Our Work Is Critical

Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security, Cybersecurity & Infrastructure Security Agency. This means the work we do is essential to the economy and we are able to continue business.

We, and our broker/dealer LPL Financial, will continue to operate and will be able to provide you with the support and service you can always expect from us.

 

You Matter to Us

While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have.  

We’ll be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at [insert contact information] any time.

We are always here for you.

Our Principles

Our company is based on the principle that education and understanding of your current financial situation is vital to making prudent decisions for your financial future. Getting to know our clients’ financial needs, ultimate objectives, time frames and tolerance for risk is the basis upon which we determine the strategies, services and products that are right for them.

Meet Our Advisors

Perry D. Dougherty, CFP®
Founding Partner
Financial Consultant

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Ricky J. Ferrara
Founding Partner
Financial Consultant

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Lester H Lee, CFP®
Founding Partner
Financial Consultant

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David Heltz, MBA, ChFC®
Partner, Financial Consultant

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Michael W. Patterson, CFP® 
Partner, Financial Consultant

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Weekly Market Commentary

Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.

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What Is My Current Net Worth?

In order to get where you want to go, you need to know where you are. You can get a view of your financial position by generating a personal net worth statement. Use this calculator to list your assets, minus your liabilities.

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