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What Does Your Financial Pathway Look Like?Many individuals and families have both a need and a desire to accumulate wealth. The inevitable question is, “What do I invest the money in?”
The answer to the question usually depends on the needs, temperament, and available resources of each individual or family. The “best” investment for one person is often not the best for someone else. The process of choosing the most appropriate investment can be made easier with careful planning. Individuals with investable funds often have a desire to put those “extra” dollars to work to meet a specific purpose. For some, there may be a desire to accumulate funds to generate more income to pay current expenses. For others it may be to set aside money for college education funding or retirement funding. Whatever the investment goal, an investor should clearly understand both the role and potential risks and rewards of each type of investment option. |
About Us
Bill Briggs. CLU, ChFC is a registered representative with LPL Financial.
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. Thousands of financial
advisors nationwide are able to rely on the firm’s tools and resources to help
them provide financial guidance and recommendations to help meet their
clients’ needs. For more information about LPL Financial, visit www.lpl.com.
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. Thousands of financial
advisors nationwide are able to rely on the firm’s tools and resources to help
them provide financial guidance and recommendations to help meet their
clients’ needs. For more information about LPL Financial, visit www.lpl.com.
