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What to Expect

Gather Records

Prior to your first appointment, you’ll be asked to locate and bring the following items:

  • Most recent tax return
  • List of what you own and owe
  • List of your estimated monthly expenses
  • Most recent pay stub
  • Information regarding any employee benefits
  • Insurance policies or statements
  • Wills or trusts
  • Estimate of Social Security benefits
  • Any questions you may have

Planning and Needs Assessment

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 immediate income, educational expenses, retirement income and special situations
  • Determine your investment risk tolerance and time horizons

Personal Roadmap

After careful study, your LPL Financial Consultant will produce and review with you a detailed, customized report with recommended strategies for asset allocation, insurance coverage and tax reduction – your personal roadmap toward financial security.

Ongoing Review & Reporting

You’ll receive regular statements and yearly reports from your Financial Consultant. When appropriate, strategies will be re-evaluated and changes in your personal roadmap suggested.

Contact Us:

Phone: 608-314-1112
In-branch – Call to schedule a visit at your local branch

Disclosure: Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Not NCUA Insured | No Credit Union Guarantee | May Lose Value