LPL Financial

Introduction: Providing sophisticated financial solutions to individuals and families, as well as small to mid-sized businesses. Guide clients' decision making to deploy assets among a variety of financial instruments. In addition to fixed income and equity investing, the products and services offered include retirement and estate planning, tax strategies, mutual fund and managed money investments, philanthropic vehicles, mortgages, employee benefits for businesses, 401(k) plans, and banking and lending services. Develop long-term financial advisory relationships with those who seek counsel for every aspect of their financial lives Helping people achieve monetary and life long goals. Be it retirement, saving for college or any other important life event. Helping people is what is the best thing about my job.