Why Work With A Financial Advisor?
You work hard for what you earn — and want to do all you can to make sure you save and invest wisely. A financial advisor can help you pursue your short- and long-term financial goals, whether you have one or many, as well as plan and prepare for unexpected events that might arise. Through an ongoing, collaborative relationship with an advisor, plus secure anytime–access to your accounts online, you can track your progress toward your goals anytime and receive timely advice when you need it.
A Comprehensive Approach
Financial Consultant Lori Barry has dedicated her practice to helping individuals and families pursue their financial goals. She cares about what matters most to you, and will help evaluate your financial life to see how it all fits. From there, your advisor will work with you to address key needs, consider tax strategies and find ways to help fill any gaps that could keep you from pursuing the lifestyle you want. Through personalized financial advice, your advisor will help you prioritize what’s important today, while planning for a confident financial future.
Solutions And Advice Aligned To Your Goals
Our broker-dealer affiliation allows us to access the expertise and resources of LPL Financial. You will have access to wide-ranging advice — from point-in-time investment recommendations and asset allocation strategies, to a comprehensive financial planning approach that covers key aspects of your financial life — to help you pursue your goals. And, your advisor can provide access to a broad array of solutions aligned with your specific needs, including investments, insurance and annuities.
