WEALTH MANAGEMENT SERVICES

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PLAN YOUR  OBJECTIVES

 

Whether your goals are simple or complex, to pursue them effectively you should have a comprehensive financial plan that includes:  

• A realistic investment strategy that addresses your desired level of return without taking on more risk than you can tolerate  

• A retirement plan designed to provide the income you need for as long as you live  



• College and education saving plans that address steadily rising costs  

• An estate plan that meets your goals for charitable giving and the effective transfer of wealth to your heirs

A PARTNER FOR YOUR FINANCIAL FUTURE

Managing your finances can be easier with  a professional by your side. As your financial consultant, my mission is to become your partner for financial success—to make a difference for you, your family and your future.

I’m able to do this with the substantial  resources and support of my broker/dealer,  LPL Financial:

• Financial strength – LPL is a diversified financial services company and the largest independent broker/dealer, supporting thousands of financial advisors nationwide.   

• Unbiased advice – LPL does not engage in investment banking and has no proprietary products. This allows me to provide objective guidance, free from conflicts of interest. LPL also has one of the industry’s largest independent research departments, giving me access to a wide range of impartial strategies that we can consider together. 

• Account protection – LPL’s SIPC membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash. For an explanatory brochure, visit www.sipc.org. Additionally, through London Insurers, LPL accounts have additional account protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575 million, subject to conditions  and limitations.

 

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