* Recently you received our firm’s current disclosure documents electronically or in the mail if you have an advisory agreement with us. If you received a letter and would like to cut down on paper mailings please provide us an email address and next year we’ll send it to you via email. Thank you!
* In 2017 we will start reaching out to existing clients the month after their birthday to touch base and make sure information we have is current. This contact will be in the form of a phone call, appointment request or short letter. We enjoy staying connected with you and though this formal contact will occur annually we encourage you to contact us anytime when you have questions or changes regarding your accounts.
* Do you have a Trust? Do you know if your Trust is incorporated appropriately with your investments under our management? Give us a call or send us an email and we can help answer these questions for you.
* Remember, setting up automatic contributions from your bank account is a great way to stay on course for retirement and there are no additional fees. If you are interested let us know!
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.