This could cause delays in some mail sent to and from Blackwell Financial Services (BFS) and companies associated with your investments. While we still use the United States Postal Service, we no longer need to depend on the USPS to move documents between you our clients, BFS, and LPL Financial.
Following our Freedom Through Choice promise you can now take advantage of the following innovation that provide quick and easy access to the BFS Team, your accounts, and your documents - no stamps required.Use our website for 24/7 access to schedule a phone, video, or in-person appointment with Pete.
Following our Freedom Through Choice promise you can now take advantage of the following innovation that provide quick and easy access to the BFS Team, your accounts, and your documents - no stamps required.Use our website for 24/7 access to schedule a phone, video, or in-person appointment with Pete.
Services
Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have retirement or other spending goals in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. As financial professionals, we are committed to helping you create strategies for your retirement and other assets.
Pete supports and is a life member of the Veterans of Foreign Wars (VFW) organization. Whether at a national level or in their own backyards the VFW outreach ranges from community involvement to national advocacy with many stories of one-of-a-kind assistance programs. The VFW is working to change lives of VFW members dedicating millions of hours each year working to spread patriotism and to honor our nation's heroes.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here's the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration.
If you're like most plan sponsors, you have many demanding challenges competing for your attention. LPL representatives work with retirement plans every day, and they will help save you time and effort. LPL representatives bring the experience and tools that deliver value, help seek to improve participant outcomes, and help manage your fiduciary risks.
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