LPL Financial

Helping you make the right financial decisions.We believe that financial flexibility is critical and will provide multiple options so that you can choose the best solution for your unique situation.We enjoy building relationships and earning our clients trust. Financial plans can take a few days or weeks to create, however they can take years to implement so, it's important that you enjoy working with your Financial Adviser. We are willing to take each financial step at your desired pace and are here to serve you. Employer Sponsored Plans 403b457401A Transitioning Into Retirement Consolidation And Simplification Of Assets Income Planning Tax Efficient Investments Donor Advised FundsWe work with independent local CPAs and attorneys and have studied the following areas in order to better serve you.The Retirement Planning ProcessSources of Retirement IncomePersonal Savings: Investing for RetirementEmployer-Sponsored PlansIndividual Deferred CompensationPlanning for Incapacity, Disability & Long-Term CareWhen to RetireRetirement Plan DistributionsAsset Management & Investment Strategy During RetirementIncome TaxesEstate PlanningRetirement Cash Flow ConsiderationsShannon Markle, Chartered Retirement Planning CounselorLeslie Johnson, MBA.We look forward to meeting you.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy