As a fiduciary, we assist our clients in strengthening their financial plan. The following are some examples of how we can help:


  • How soon can I retire? How much should I be saving now? 

  • Review current 401(k) and retirement plan selection 

  • Discuss old 401(k) and retirement plan options 

  • Talk through retirement transitions and investment options

  • Find alternative growth or income options for your savings account

  • Maximizing Roth IRA, Traditional IRA, or SEP IRA contributions based on age and budget

  • Discuss suitable options for investing your windfall or inheritance

  • Plan for succession and review your estate documents (Will, POA, Trust)

  • Coordinate tax planning strategies with your investments  

  • For business owners, offer employee retirement plan benefits such as SEP, 401(k), SIMPLE, etc

Courtesy no obligation consultation and portfolio review

Want to learn more?

We are here to help

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CO, WA, 

© 2021 Eric Oczkewicz