Financial Consultant
Current• Conduct periodic reviews with clients to ensure they are staying on track as they work towards their financial goals.• Consult on planning regarding social security, Medicare, education savings, tax mitigation, estate issues, and income strategies among other items.• Research products and investments including mutual funds, ETFs, annuities, alternative investments, life insurance, and long-term care.• Create asset allocations and models for the purpose of investment recommendations and portfolio construction.• Work with clients in the development of comprehensive financial plans, present the final plans to clients, offer recommendations, and assist clients in the implementation of recommendations.• Maintain office compliance with LPL Financial and FINRA rules and quality control for the firm.• Develop, implement, and manage the firm’s best practices, office operations and procedures to continually identify areas for greater efficiencies.
