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 “I will tell you how to become rich.  Close the doors.  Be fearful when others are greedy.  Be greedy when others are fearful.” - Warren Buffett.

 “Investing should be more like watching paint dry or watching grass grow.  If you want excitement, take $800 and go to Las Vegas.” – Paul Samuelson

 “The four most dangerous words in investing are: ‘this time it’s different’” – Sir John Templeton

Today’s investor is confronted with more information about investing than they can possibly digest.  Whether they want the information or not, it’s being channeled to them 24 hours a day via mail, email, internet, magazines, TV, etc.  What information is useful?  What information is trustworthy?  What should I invest my money in?  Will I have enough money to retire?  All great questions and for that reason, amid this overwhelming investment climate, we believe the need for experienced, objective financial guidance has never been greater.

We are a locally owned office of LPL Financial, providing personalized financial advice to individual investors, small business owners, corporations, and trust accounts. As an independent firm, we have the freedom to choose strategies specific for each individual client’s needs, no quotas, no "cookie cutter" approach, and no proprietary products. We strive to exceed our clients’ expectations through prompt personal service, and offering only products and services that are backed by the highest level of integrity, expertise, and reliability. Our clients have the assurance of knowing their financial future is being managed by a firm and an advisor that understands their goals and needs.

We encourage you to explore our website, created for you as a valuable financial resource.  You will find market summaries and headlines, financial calculators, informative videos (E-Seminars), newsletters, and more.  If you have questions or would like more information about our firm, please feel free to email us at or call us at (850) 398-8188.

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 Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR FL GA, LA, MD, MN, NV, OR, TN, and TX

This communication is strictly intended for individuals residing in the state(s) of AL, AR, FL, GA, LA, MD, MN, NV, OR, TN and TX. No offers may be made or accepted from any resident outside the specific states referenced.

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