The Importance of Financial Guidance

Building an investment portfolio designed to address your unique long-term goals and financial dreams is a complex process that requires knowledge, skill, dedication and expertise. For investors in today’s ever-changing financial markets, a professional financial advisor can provide specialized and professional advice to help you pursue your financial goals.

When we meet with our clients in our ongoing communication meetings, some of the topics include:

Analysis of needs and goals
Asset allocation strategies
Manager selection
Retirement income
Investment strategies
Ongoing monitoring and maintenance of investments
Ongoing education
Tax management
Long-term capital appreciation
Wealth structuring
Trust services*
Education savings programs
Wealth transfers
Socially responsible investing
Sustainable investing

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company, N.A., an affiliate of LPL Financial.