Services include but are not limited to the following:
Budgeting
Cash Management
Comprehensive Written Financial Plans and Strategies
Education Planning
Estate Planning
Insurance needs in Life, Disability and Employer Sponsored Group Benefits
Investment Implementation
Investment Management
Investment Planning and Review
Retirement Planning
Financial planning services include:
Review, recommendation, and implementation of specific investment products.
Review, recommendations and/or implementation of specific insurance products
Annual review, implementation and assistance with employer sponsored group insurance benefits and retirement plans.
Comprehensive ongoing financial management
Specialized advisory services for a particular investment, product or circumstance.
I do not take either full or limited discretionary authority over the management of assets.
Securities offered through LPL Financial, member FINRA/SIPC.
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Method of Compensation
I do not receive any compensation from any person or firm to whom you may be referred and I do not pay referral rates.
I will be compensated on the basis of fees and/or commissions depending on the individual preference and/or circumstances of my client's needs.
Sources of my compensation are: fees paid by the client or commissions paid by the security and/or insurance company.
An affiliate of my firm, or member of my firm does not act as, participate in or receive compensation as general partner, from investments that I may recommend to you.
Securities offered through LPL Financial, member FINRA/SIPC.
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