$99 for a retirement-planning package ($500 value)
- In-depth financial analytical review
- Written comprehensive financial retirement plan
- Two meetings plus an additional half-hour meeting for follow-up questions
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Signature Service: Retirement planning
Staff Size: 2–10 people
Average Duration of Services: 30–60 minutes
Pro Tip: Call ahead to schedule your appointment. This step will save time in developing your plan.
500 Southwest Market Street
Lee's Summit, Missouri 64063