What We Do

Services for Individuals and Families

We’re passionate about finding out what matters most to you. We take the time to get to know you, learn what you want to accomplish, and develop strategies tailored to your needs and goals to help preserve your lifestyle now and throughout retirement. Based on your needs, we will educate you on your financial situation and the opportunities available to you, bringing clarity to even the most complex financial challenges in these and other areas: 

Investment Management

  • Technical analysis
  • Custom income strategies
  • Risk analysis/risk management
  • Portfolio stress testing
  • Tax-sensitive investments
  • Concentrated stock strategies
  • WealthVision℠

Financial Planning

  • Comprehensive goal-based planning
  • Cash-flow and income analysis
  • Financial organization and oversight
  • Insurance planning
  • Estate planning

Retirement Planning

  • Retirement income planning
  • 401(k)/403(b)/IRA rollovers
  • Traditional and Roth IRAs
  • Social Security planning

College Planning

  • Strategies for meeting college costs
  • Education savings accounts
  • Tax-advantaged college savings plans

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA and SIPC. Investment advice offered through Red Mountain Financial Partners, a registered investment advisor and separate entity from LPL Financial

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, IA, IL, IN, MT, NE, NM, OK, NV, OR, SC, TX, UT, VA, WA, WY

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