Sometimes you need a “sounding board” for your ideas and concerns.

When you have financial questions or ideas, you need someone to listen. A professional can listen and help provide insight about possible financial moves you could make—plus give you guidance regarding your options.

Every retirement saver needs to measure financial progress. Checking in with your financial professional every so often helps you determine how things are going and what parts of the retirement planning strategy may need fine-tuning. Your retirement planning and investing approach will, undoubtedly, need some adjustment over time.

Objectives and priorities can change.

Financial goals that were once top of mind may seem less important as you grow older, and those goals may give way to new ones. I can assist you to refocus your long-run investing and retirement planning approach in response.

What is on your mind right now?

Perhaps you are thinking about retirement savings or retirement income. Maybe your investments or your tax situation are prompting questions. Share your concerns, thoughts, or ideas with me. We can review these matters and consider possible financial responses.


This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. LPL Financial Representatives offer access to [Trust Services through The Private Trust Company N.A.], an affiliate of LPL Financial. To the extent you are receiving investment advice from a separately registered independent investment advisor, please note that LPL Financial is not an affiliate of and makes no representation with respect to such entity. Not FDIC or NCUA/NCUSIF Insured Not a Bank/Credit Union Deposit No Bank or Credit Union Guarantee May Lose Value Not Insured by any Government Agency