Being an independent financial advisor with LPL Financial, Rich can introduce clients to a wide variety of investments to suit their needs. Stocks, bonds, mutual funds, etf’s, options, futures, and much more!
But when it comes right down to it, they all say “Rich, don’t lose my money!”. The investing world can be a very scary place because many people don’t understand it. Mainly, because Investing involves risk including loss of principal.
That’s when I introduce them to needs-based investing.
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