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Value Proposition

“We proactively serve families who understand the importance of comprehensive financial planning through various life events. 

We want to be an advocate for our busy clients, who don’t have the time to sift through all the noise in today’s hectic world.  We do this by offering a rigorous, relentless discipline in seeking to deliver a higher level of predictability.” 

Jeffrey D. Roe CFP®, CEPA, CPFA™ is registered with LPL Financial. LPL Financial is one of the nation’s leading financial services companies and publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance an recommendations to help meet their clients’ needs. For more information about LPL Financial, visit