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What We Do

Partnering With Us

Our clients are our family; that is why we would never do something for you that we wouldn’t do for ourselves. By providing confidential and objective, product-agnostic advice, we aim to turn financial problems into financial solutions.

Financial Counseling

  • Retirement Planning
  • Financial Planning
  • Investment Strategies
  • Benefits & Compensation Analysis
  • Estate Planning
  • Life Change Preparedness

Investment Management

  • Current Investment Analysis
  • Create Strategies for Investment Gaps
  • Develop Comprehensive Investing Strategy
  • Implementation of Updated Strategy
  • Active Rebalancing 

Family Focused Office

  • Coordination of Outside Advisors
  • Wealth Transfer Planning
  • Financial Planning Strategies
  • Philanthropic Planning
  • Liquidity Analysis & Management

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. 

Peter.Shunyia@lpl.com | (248) 365-8822