You've worked hard to accumulate your wealth
for retirement. Let me help you build a tailored plan that seeks to optimize the distribution phase of your life 30 Boltwood Walk,
Amherst MA 01002 |
The Planning Process
Developing a plan for the distribution phase of your life is an important endeavor and one that requires a thorough process. FACT FINDING We ask pertinent questions to discern your goals and objectives. ANALYSIS We give you a customized Lifelong Income report. STRATEGIC DESIGN We make specific recommendations for ways to help you pursue your unique financial goals. IMPLEMENT We can help you ensure that your strategies are carried out. REVIEW We will review your financial situation relative to new tax laws and your changing circumstances. LPL does not provide tax advice. Please consult your tax adviser for guidance on your particular situation. |
Securities and Advisory services offered through LPL Financial, a Registered
Investment Advisor, Member FINRA/SIPC. The LPL Financial Registered Representatives
associated with this site may only discuss and/or transact securities business with residents of the following states: AK, CA, CT, MA, ME, MO, NH, NM, NY, TX
2018 © LPL Tracking # 1-641708
Investment Advisor, Member FINRA/SIPC. The LPL Financial Registered Representatives
associated with this site may only discuss and/or transact securities business with residents of the following states: AK, CA, CT, MA, ME, MO, NH, NM, NY, TX
2018 © LPL Tracking # 1-641708