Our Services
What We Offer
Whether you’re new to investing or need complex financial planning, we offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, preserving wealth, and estate conservation. We work with people from many walks of life, and often with many generations within a family.
We understand the many challenges of life and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
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.
brian.padrick@lpl.com | (805) 499-5700