WHAT IS FINANCIAL PLANNING?

Financial planning is about more than preparing for retirement. It’s about working to achieve short- and long-term goals, and helping protect the most important things in your life.

As an LPL Financial Advisor, I will work with you to create a plan that includes solid insurance and investment products and is flexible enough to meet your changing needs.

The first step to working toward financial security is creating a strong financial strategy. We will work together to prepare a plan that helps you:

• Prepare for a secure, comfortable retirement or help minimize taxes
• Pro-actively manage and control debt, from major purchases to preparing for a child’s post-secondary education
• Provide for your loved ones or heirs in the event of death, disability or critical illness
• Protect your business and your employees through affordable benefits