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Personal Financial Planning

 Importance of saving (dollar cost average, compound interest)  

  Life Insurance Planning

  Stock option planning

  Discussion of various mortgage options/real estate purchases

  Advice in change of lifestyle (Marriage, divorce, children, job, education)

  Major purchase goal analysis and funding options

  Education on mortgage options and financing

  Special situations planning – divorce, disability, job loss, special needs,          monetary windfall, etc.

  Net present value calculations for comparison purposes including time            value analysis (NPV, FVA, PVA, PVAD) 






Financial Planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

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 Securities offered through LPL Financial, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (FL, NJ, NY, OH). 
 


Check the background of this financial professional on FINRA's BrokerCheck.