Providing You With Financial And Insurance Services
As personal financial professionals, we can:
- Help you clarify and define your goals
- Recommend solutions that fit your needs including Investments,
- Life Insurance, Disability, Long-Term Care
- Deliver timely information
- Explain how changing financial conditions may affect you
- Monitor your financial progress
- Help make investment planning easier
As experianced professionals in financial planning,we can help you answer the questions you may have about your financial future, such as:
- Will I be able to retire early?
- What pension and social security strategies should I use?
- How will the health reform affect me and/or my business?
- What income strategies would be best suited for me during retirement?
- How much money will I need in order to retire?
- What are my Employer-Sponsored plan distribution options?
- Should I have a traditional IRA or a Roth IRA?
- Do I need disability income insurance? Long-term care insurance?
- How can I ensure that my children receive as much as possible from my estate?
If you have any questions, contact us at 989-720-5072 or e-mail us at brent.mowinski@lpl.com. We will be happy to help. We look forward to talking with you!