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Getting Started


It all starts with you.  We want to know the dreamer, before we try to work toward realizing the dream.  While investing is an important part of any financial plan, there are many other factors to consider.  At LPL Financial, we listen closely and take the time to understand your complete financial picture.  Once we understand your assets and liabilities, protection, investments and taxes - we can help show you how to save, spend and invest more effectively while protecting what’s important.

We know your time is very valuable, so we’ve put together a few handouts that may help you prepare for your first appointment. 

Our comprehensive Getting Started Checklist will help you prioritize the topics you may want to discuss during your appointment and inventories the critical pieces necessary to begin building you a custom wealth management plan. Our Expense Worksheet will help us itemize and categorize your anticipated expenses in your retirement years. And lastly, an up-to-date Social Security Statement will give us the data necessary to integrate your benefits into your overall income plan.

All of these items are not required for your first meeting; however, they may help you feel more prepared.  And remember, your initial consultation is completely complimentary, because with us, getting to know you and your goals come first!