Products and solutions
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. That’s where a financial planner can help. Financial advice should help you choose only those products that meet your current and future goals.
Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select only those that address your unique situation.
A customized portfolio takes into consideration a variety of events: retirement planning or mortgaging a first home; financing a child’s post-secondary education or ensuring a family is financially protected. Business owners might want to consider products and services that reward hard-working employees, no matter the company’s size and focus.
- Address
- 3120 E. Santa Fe Road, Brea, CA 92821
- steve.li@lpl.com
- Website
- stevelilpl.com
- Phone
- 805-807-2884
Our Services
No single investment strategy or financial plan works for everyone. Our goal is to deliver highly individualized service that effectively addresses the complexity of your financial situation. LPL Financial will analyze where you are financially, where you want to go, and what matters to you the most. We can then tap our knowledge and resources to develop a strategic plan for your vision of the years ahead. Our level of service ensures that your questions are answered and that you have a thorough understanding of our recommendations. Contact us today to discover the value of our experience, unbiased advice and personal service.
