LPL Financial / Old National Investments

Introduction: How do you view money? If your view is that your money, wealth, finances is simply a means to an end, then you're really focusing on putting it to it's highest use. This is exactly my view with partnering and consulting with my clients. If it's yours too, we should have in introductory conversation. If that's not your view, that's completely fine, I can introduce you to another advisor who does focus on what you're looking for. The greatest compliment I receive, is when a client shares "for the first time in my life I feel secure with my finances. Even though I'll never know what the future holds." We get their by first determining what you want to accomplish, we then reverse engineer a step-by-step plan to help you work towards attaining those goals. We follow an incredibly unique financial planning process that works towards building wealth, saving on taxes, and eventually, creating retirement income for life! What do I enjoy about the work I do? I love aligning finances and life, it's the reason I attained my CFP(R) designation. Because finances/wealth are just a means to an end, the financial plan helps give specific direction. DISCLOSURES Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured by Old National Bank, deposits and are not FDIC insured. These products are not obligations of Old National Bank and are not endorsed, recommended or guaranteed by Old National Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states IN, IL, OH, PA, TN, OK, MA