LPF Financial Advisors specializes in helping people prepare for and transition into retirement through tailored advice, solutions and exceptional service.

We believe that we have a responsibility to be good stewards of our client’s wealth they’ve worked hard to accumulate. We accept this responsibility so our clients can focus on the things in life most important to them, other than money. We don’t play the markets or gamble with timing and "hot investments." We develop specialized investment and financial recommendations using time-tested diversification strategies and regular monitoring for prudent, long-term results.

We believe in efficient measures to protect our client’s retirement lifestyles and pass wealth on to future generations according to their wishes.

We serve a select group of individuals, families and businesses. Those who can benefit most from our experience typically:

• Desire a personal relationship rather than just being an "account"
• Are open to objective advice and can implement beneficial solutions
• Are serious about their financial goals and well-being
• Would like to feel in control of their financial direction and avoid mistakes
• Want to simplify, streamline, and consolidate their money management
• Have other things they would rather do than worry about money

They also commonly have:

• Household incomes of $75,000 or more
  AND/OR
• Current and Expected Retirement assets of $100,000 or more

We exist knowing that our clients could choose to work with anyone in the financial services arena. The reality is our industry has made most products and services available to most companies and advisors. So the only thing that differs from firm to firm is their planning philosophies, the service-experience clients receive and the meaningful personal relationship with a trusted advisor, or lack thereof. Our professional mission is to bridge the gap between where clients are now and where they envision being in a way that will define what “world class service” should be.

Our clients can expect LPF Financial Advisors to be guided by beliefs and values that put their needs first. This manifests itself in several key ways:

• We operate independently focused on reducing conflicts of interest so common in the marketplace.
• We commit to being open and honest with clients in all regards and explaining solutions in terms that are meant to build partnerships rather than authority.
• When our clients need service, it is every employee’s first priority. Our advisors and staff are motivated, enthusiastic and proactive in meeting and exceeding expectations through our teamwork environment. 
• We develop strong personal and professional relationships and look for ways to improve our value proposition. We are always open to suggestions on how to enhance our business experience. 
• We perform regular business evaluations to ensure we are on the cutting edge of the industry in products, services, technology and investments.
• We rely on our clients for our success and it is important we uphold a commitment, both financial and otherwise to our community and organizations.