My Firm

IRASpecialist.com is merely my web site. LPL Financial is the broker dealer affiliation I have for overseeing investment implementation and advice.  I am one of over 9000 independent representatives. The reason why someone decides to work independent  is that we are more able to adjust to the ever changing needs of our clients instead of the changing short and long term direction of a large financial corporation.

Our specialty is working with the soon to be retired and the retiree and their families. There is an ever changing financial landscape and the ability to stay current is next to impossible for someone not in this business full time. By working with someone who is about to retire and continue working with clients through the golden years we can keep current with laws surrounding government benefits, health benefits, tax planning and investment alternatives.

We have a special relationship with our clients. Most of our clients come to us from previous advisors who just felt they were in limbo without ongoing advice. You will find over the years we will continue regular communication and ongoing reviews of your current financial situation.

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