What are your most important goals?
Most people want to retire in comfort; some hope to afford a quality college education for their children or grandchildren; others have charitable interests to pursue. Whatever your personal goals may be, I know that achieving them is extremely important to you.
PLAN TO REACH YOUR OBJECTIVES
Whether your goals are simple or complex, to pursue them effectively you should have a comprehensive financial plan that includes:
YOUR PARTNER FOR FINANCIAL SUCCESS
Managing your finances is 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 am able to do this with the substantial resources and support of my broker/dealer, LPL Financial:
Financial strength – LPL Financial is one of the nation’s leading diversified financial services companies and the largest independent broker/dealer, supporting thousands of financial advisors nationwide.
Unbiased advice – LPL Financial does not engage in investment banking and has no proprietary products. This allows me to provide objective guidance, free from conflicts of interest. LPL Financial 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 – The LPL Financial 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 Financial 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.