Our Philosphy

180 Financial Consulting is a private local financial consulting company specializing in retirement income planning.  Our Financial Consultants have chosen to affiliate with LPL Financial.  This enables us to give both the personal attention you deserve and a widely recognized menu of financial goods and services.

Our primary job is not to represent another company to you, but to help you address your goals by using the resources available to us.  We will care more about you and your money than anyone who does not share your last name.

We choose not to try to be everything to everyone or to be the "cheapest" source of financial products.  Rather, we limit ourselves to clientele who can benefit from the specialized services we offer and want to develop an ongoing, open relationship.

We do not compromise our integrity.  We deal honestly and directly with every client at all times.  Our guiding principle is always to tell the truth, not simply "what the client wants to hear".

We will work to help you maintain financial independence in retirement.  We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals. To help you do this to the best of our professional ability is our commitment to you.