Investment Strategies

Using the vast resources of LPL Financial, Mike Sisney – Wealth and Investment Services will formulate a strategy that integrates all of your financial goals; such as retirement, wealth transfer, college savings, etc., and protection strategies using life and disability insurance, long-term care and certain annuity products.

With access to this broad array of investment choices, we can design and customize your portfolio based on your individual needs and goals.

Once your portfolio is constructed, we will not stop there. As part of our commitment, we will continue to monitor your portfolio, adjust your needs and goals as they change over time and alter your investments to address your changing needs.