Services

Specialties: Areas of Focus

  • Family Finances
  • Wealth Preservation Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Small Business
  • Retirement Planning Strategies
  • Tax Planning
  • Business Consultation
  • Business Advising Services
  • Payroll Advising Services
  • Trust Advising Services

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

 jody.james@lpl.com | (207) 504-3614