Identifying areas of potential opportunity for clients is just as important as the potential pitfalls, and investing with disciplined and time-tested strategies can make a meaningful impact on long-term investment results.
Through LPL Financial, the financial consultants offer our clients access to clients a customized set of strategies that include taking into account their financial goals, tolerance for risk, income needs, investment time horizon, and moral inclinations to invest in or avoid certain investments. The LPL Financial Consultants do this for clients who are still building their nest egg and for clients who are now living on their savings.
The process of investing the LPL Financial Consultants use gives our clients a priority list of step-by-step action items for investing. The LPL Financial Consultants combine several savings and investing vehicles, which potentially include:
- Employer Retirement Plan (if available)
- Emergency Savings Accounts
- Roth IRAs
- Traditional IRAs
- Debt Repayment
- Health Savings Accounts (HSA)
- Life Insurance Retirement Plans (LIRP).
The LPL Financial Consultants offer a broad array of investments to implement a suitable strategy for our clients including stocks, bonds, CDs, and more. We can use a Tactical Allocation or Strategic Allocation strategy, depending on your goals. It's also important to keep what you earn, so we use several techniques seeking to minimize any market losses.
Before you invest, it's important to determine your investment objectives to ensure your LPL Financial advisor addresses the most suitable recommendations based on your goals, your tolerance of risk, and the immediacy of your financial needs.
Schedule your free, no-obligation consultation today. Make an appointment by calling 503.931.8104.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Rivermark Community Credit Union are not registered broker/dealers and are not affiliated with LPL Financial.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Oregon, Washington, California, Arizona, Connecticut, Pennsylvania, South Carolina and Texas.
Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently.
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