Years ago I watched as an Advisor met with employees and when he left, they came to me, confused. I couldn't understand why it was so hard for this intelligent Advisor to connect with our employees. When I became an Advisor I set out to make conversations with people comfortable and easy to understand. I challenge myself daily to discuss finances with individuals at a level they are comfortable with. My goal in these meetings is to help people become comfortable with a topic that they are often afraid to talk about - finances!As a Financial Advisor, I work with both Private Clients and Business Retirement Plans; servicing those that do not have the time, desire or resources to manage their investments. I spend my days assisting people with creating a financial plan for life. Whether we are creating a family budget, planning for a college education, or working out the details of retirement income needs, I help my clients navigate the intimidating task of planning for now....til death. Being an independent advisor, I provide objective advice and investment strategies that work to meet your individual needs.My clients are my friends and my friends are my clients...what more could I ask for?I am passionate about helping people work to achieve their financial and retirement goals.Selecting a Financial Advisor is an important decision to make - I believe a successful match is with someone you trust.Specialties: financial planning, retirement planning, investing, 529's, College Planning, Life Insurance, Insurance, networking, budgeting, estate planning.Please feel free to contact me at trish.arnold@lpl.com or at 559-625-4005.
Listed skills include Retirement Planning, Retirement, Strategic Financial Planning, Investments, and 18 others.
