Fee Planning vs Free Planning. Show #2

June 16, 2020

In this Facebook LIVE video, we begin to unfold  “Fee Planning vs Free Planning” and our new Cornerstone Planner.  Watch now for more information!

Download our Cornerstone Planner here!

Be sure to FOLLOW us on Facebook!

 

 

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, CA, DC, FL, GA, IN, KY, LA, MI, MO, MS, NC, NV, NY, OH, SC, TN, TX, VA, WA, WI.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.