Preparing for Your Annual Review Meeting

September 16, 2020

As an existing client, there are many items for you to consider when preparing for your annual review meeting.  Having all the necessary information about any changes or updates will help your advisor. This will ensure you have the most effective meeting and planning for your current situation.  Use the flowchart provided to help guide you through different considerations to help you prepare for your yearly review.

Download the flowchart here.

Contact us for more information or to schedule your annual review.

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, 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.