The investment climate has never been more exciting or more challenging than it is today. Now more than ever, customers of financial institutions demand professional advice and guidance, and require the ability to receive comprehensive products and services from a single entity.
To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.
By keeping clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, my office at the financial institution maintains a constant commitment to putting service first.
As a full-service brokerage office located at the financial institution, I offer clients an assortment of quality, non-proprietary investments, including:
- Managed asset plans - for professional fee-based portfolio management through LPL Financial
- Retirement planning - to design an investment strategy to help you meet all of your retirement goals
- Life insurance - providing financial protection for your loved ones
- Pension & 401(k) Rollover Planning & Account Management
- Mutual Funds & Tax-Deferred Annuities
- Employee stock option planning
If you would like any further information about these topics, or other areas of investing, please don’t hesitate to call or email my office. I can help you make sense of today’s investment climate.