AVAILABLE FINANCIAL SERVICES
MY SERVICES
Financial Planning; retirement income, social security income, pension income versus remaining debts
Retirement savings; 401k rollovers, IRA contributions, social security income review
Education savings; 529 college plans, investment accounts
Life insurance; term and permanent coverage
Contract reviews; life insurance, annuities
Debt Obligation Paydown plans; credit cards, student loans, home mortgage
Estate Planning; Will preparation, assigning beneficiaries
OUR PROCESS
Meet and Greet
- (30-45 minutes)
- Gathering investment statements and contract summaries
- Discuss goals and risk tolerance
- Review account type options
Proposal Review
- (45-60 minutes)
- Review portfolio/ policy proposal
- Confirm risk tolerance and performance expectations
- Choose account type and discuss fees associated with chosen account
- Sign off on account, initiate transfer and/ or fund account(s)
Continued Assistance
- Quarterly, Bi-annual, or annual review meetings
- Online Access to accounts
- Ability to contribute to account through ACH
- Direct contact with your financial professional (no 800 numbers or hold times!)
Elizabeth Glazier
LPL Financial Advisor