Our Company

Felicia and Joyce provide financial planning services through LPL Financial. As an Independent LPL Financial advisor, I have the ability to offer unbiased, objective advice according to my client’s needs, situation and circumstances. This is important to me because every client is unique. What may be appropriate for my married employed clients may be inappropriate for my single business owners.

In a financial planning engagement, I endeavor to consistently act in the interest of my client and to place his or her interest ahead of my own. Moreover, I believe that a client should be both informed and proactively involved in his or her personal financial affairs. Accordingly, I believe in having frequent contacts with my clients to educate them about the financial planning process and their own financial situation and to respond to their questions.

Having the flexibility to research the best options and the most appropriate strategies for each of my client’s unique needs, made my affiliation with LPL Financial the right choice for my clients. LPL Financial has over 13,000 affiliated financial advisors making it the nation’s largest independent broker/dealer. (As reported by Financial Planning magazine, June 1996-2013, based on total revenue.)