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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.