Our Individualized Process

1. Initial consultation-overview of our process. Review your individual financial situation and establish financial goals and identify concerns

2. Review your financial landscape and assemble a complete financial picture and compile of data

3. Analyze your overall financial situation and develop holistic strategies

4. Recommendations. Review status of recommended actions and present solutions. Review life events and discuss strategies

5. Implementation. Review Financial Recommendations and Implement Strategies

6. Progress and Review. Review and ensure goals are being achieved

Securities and Advisory Services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC

LPL Financial Form CRS www.lpl.com/CRS

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Representatives are currently licensed for Advisory Business: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, IS, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY

For Brokerage Business: AL, CA, CO, DC, FL, GA, ID, IL, MA, MD, MS, NC, NV, NY, OH, OK, SC, TX, VA

For Insurance & Annuities: AK, AL, CA, CT, DC, FL, GA, MA, MD, NC, OH, OK, SC, VA , TX

Talk with your representative on additional states not listed.

Our Individualized Process

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