The Power of LPL Financial and America Group Retirement Strategy Centers

Jack maintains two strong associations. First, he enjoys securities oversight, as well as financial planning, and technology supported through LPL Financial, the largest independent broker dealer* in the nation. Financial advisors backed by LPL Financial have become a leading source of objective advice for accumulating and managing personal wealth.

You can benefit from:  

Objective guidance and advice – With access to leading independent research, he can help you make informed, objective decisions.  

Investment choice and flexibility – LPL does not offer any proprietary products. Jack will help you choose investment products and strategies from any of the nation’s leading investment managers. 

Holistic approach to life planning – No matter where you are in life-just getting started or winding down a successful career-you have goals and dreams. Jack engages you in an ongoing conversation about your needs, goals, and objectives to create the life plan that’s right for you.  

Convenient account access – You can manage your account online anytime, day or night, from the convenience of your home or office. In addition, easy to read account statements keep you informed of account activity and performance.  

Passion for providing independent advice – Jack provides tailored strategies designed to address the needs of your life goals and financial growth. One way Jack measures his success in helping his clients, is through tapping into LPL’s vast resources that provides the objective research and advice that a client needs. 

An independent investment partner – Jack more than likely lives and works near your community. And because he cares as much about your personal satisfaction as the performance of your portfolio, he serves as a true partner to help you live the life you desire. 

Secondly, Jack is an active member of a prestigious and large regional network of America Group Retirement Strategy Centers. Service team members, both local and regionally are skilled, knowledgeable, and focused on serving clients with dedication and distinction. America Group Retirement Strategy Centers is known as one of the “Top” branch offices affiliated with LPL Financial. 

*As reported by Financial Planning Magazine, June 1996-2019, based on total revenue.