Personalized Attention For Your Unique Investment Needs
Investment decisions are highly personal. The right portfolio mix will be different for every individual, depending on your assets, goals, risk tolerance, and timeline. Wouldn’t it be great to have an investment representative who saw you as a person and not just a number?
Along with established, extensive resources available through LPL Financial, we can help you focus on the following strategies:
- Wealth Accumulation & Management
- Financial Guidance
- Protecting Your Legacy
- Business Planning
- Customized Financial Strategies
- Life Insurance & Disability Insurance
- Long Term Care Coverage
- 401k and IRA Distribution Options
- Retirement Planning and Asset Preservation
- Investments
- College Planning
Check the background of the LPL representative at Chilton Investment Services on FINRA's Broker Check.
Create your Financial Future
1st Meeting: Discover
What are your values and goals? How can we be your partner to achieve these goals?
2nd Meeting: Gather
Confirm your financial facts with source documents.
3rd Meeting: Plan
Review the plan and recommendations.
4th Meeting: Strategize
Establish an implementation schedule for your goals.
Quarterly Strategy Meetings
Putting your plan into action based on what’s important to you!
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Quarter 1: January - March
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Quarter 2: April - June
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Quarter 3: July - September
*Neither LPL Financial, nor its registered representatives offer tax advice. Always consult a qualified tax advisor as to how taxes may affect your particular situation. |
Quarter 4: October - December
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Let Us Help You With Your Investment Needs
Contact Us today to see how we can help you with your unique investment needs.
Susan Stecker
Licensed Sale Assistant
Chilton Investment Services
920.849.9371
susan.stecker@lpl.com
Sue listens to your financial goals and puts you at the center to ensure the entire process is customer-driven.
