Broker Check


You are scheduled for your upcoming appointment.

We want to be prepared and laser focused to address your needs and concerns.

Please complete the following tasks:

  1. Login to WealthVision through Account View (click here), and update your non-LPL accounts that are manually added and check to make sure your connections are up to date for your outside linked accounts.
  2. List any life changing events in your family (change of jobs, new baby, marriage, retirement, death, divorce, etc.)
  3. List any questions or concerns about your financial health.
  4. Email #2 and #3 to or
  5. Don't forget to bring financial education into your everyday life by getting social!  Click the links on the left hand side to stay connected!

For our meeting we will prepare:

  1. A performance evaluation of your investments.
  2. A review of your asset allocation.
  3. Your annual Financial Health Check-Up using our process: The EPPIC Method to Be More Healthy, Wealthy and Wise®

We Look Forward To Speaking With You!