Company Mission

At LPF Financial Advisors, our advisors specialize 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 so they can focus on the things in life most important to them, other than money. We develop specialized investment and financial recommendations with regular monitoring for prudent, long-term results.

We utilize strategies with the hopes of protecting our client’s retirement lifestyles and passing wealth on to future generations according to their wishes.

We serve a select group of individuals, families and businesses. Those who may benefit from our services typically:

  • Desire a personal relationship rather than just being an "account"
  • Are open to objective advice and can implement suggested 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


  • Current and Expected Retirement assets of $100,000 or more

We know that our clients could choose to work with anyone in the financial services arena.  Many of the same products and services in our industry are 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:

  • 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 enthusiastic and proactive in exceeding expectations
  • We develop strong personal and professional relationships and look for ways to improve our value proposition.
  • 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.