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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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.

Learn More

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Kris Thorvaldson

As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.

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LPL Financial

LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth.

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Research

Stay informed on the things that could influence your financial picture the most. We offer research and articles.

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Have a Question?

Our investment advisors would be happy to answer any questions you have about your financial situation.

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Happening Now

Case for Recession Weakens | Weekly Market Commentary | August 8, 2022

LPL Research discusses changing recession prospects and what that might mean for stocks.

Global Portfolio Strategy | August 3, 2022

The STAAC Committee maintains its overweight equities recommendation relative to bonds for August based on the belief that near-term recession fears may be overdone.