Can you imagine navigating the ocean without a map or marine radar? Why would you try to map out your retirement without a wealth plan? Our Enhanced Planning Services and Proactive Investment Process will guide you from where you are today to where you want to be in the future. We will review your current financial position, help you envision your ideal retirement, and then map out a plan to help you pursue your vision.
Maintaining a healthy lifestyle can help you reduce health-related expenses-and avoid time in the recovery room. Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies. Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Maintaining a healthy lifestyle can help you reduce health-related expenses-and avoid time in the recovery room. Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies. Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Services
Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. As a financial professional, I am committed to helping people just like you create strategies for their retirement assets.
Through comprehensive planning and our proactive investment process, we help reduce financial stress, creating a more enjoyable life for our clients. We help reduce financial stress through use of a state-of-the-art comprehensive planning platform for retirement, college, or long-term care planning.
Patrick and Julie are co-founders of Safe Harbor Wealth Management, a comprehensive retirement/income planning firm located in Jerseyville, IL. With over 30 years of combined investment experience, their focus is helping clients clearly visualize some of life's greatest goals (retirement, education, endowment), then confidently and happily pursue them.
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth.
A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best: help their clients attain their financial goals and fulfill their dreams.Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs.
A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best: help their clients attain their financial goals and fulfill their dreams.Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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