Your LPL registered Financial Consultant needs to know as much about your financial situation as possible so they can tailor your roadmap so you can strive for financial success. Please bring the following items to your initial consultation:
• Most recent tax return
• List of what you own and what you owe
• Monthly expenses
• Most recent paystubs
• Information regarding any employee benefits
• Insurance policies and/or statements
• Copies of wills or trusts
• Estimate of Social Security benefits
Analyze, Evaluate and Plan
With your financial records in hand, your Financial Consultant can objectively:
• Analyze your assets, liabilities, cash flow and budget.
• Review your short and long-term financial goals.
• Assess your needs regarding income, educational expenses, retirement income and special situations.
• Determine your investment risk tolerance and time horizons.
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Create a detailed, customized report with recommended strategies for asset allocation, insurance coverage and tax reduction.
Invest in your future today!
Call us today at (877) 732-2848 to set up your complimentary consultation.
Securities and Insurance products offered through LPL Financial and its affiliates, member FINRA/SIPC. San Diego County Credit Union is not a registered broker/dealer, nor are they affiliated with LPL Financial.
Not NCUA Insured |
No Credit Union Guarantee |
May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial's U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
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