A Full Service Financial Consulting Firm
The investment climate has never been more exciting or more challenging than it is today.Click below to learn more about the “what’s” and “how longs” of transferring.
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Kris Thorvaldson
As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.
LPL Financial
LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth.
Research
Stay informed on the things that could influence your financial picture the most. We offer research and articles.
Happening Now

Client Letter | Gearing Up for Summer | June 3, 2021
The next several months may historically be the most volatile of the year, but the U.S. economy continues to recover remarkably quickly with many positives.

Proceed With Caution in the Bond Market | Weekly Market Commentary | June 1, 2021
Long-term interest rates have traded sideways recently, but LPL Research argues that high-quality bonds can play a pivotal role in mitigating equity risk.
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