You no longer worry about money. You feel secure and relaxed.
Shannon D. Schmidt, LPL Financial Planner
Shannon D. Schmidt, LPL Financial Planner
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Please contact me if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, the sale of a business and your legacy.
It should start with your goals and objectives. A financial plan should be holistic in nature and fluid to adjust to your life's changes. It includes spending, saving and fixed income goals, retirement and tax planning, estate and legacy goals, a mortgage protection plan and more.
You should meet with me to review your plans every year (as a minimum). Some clients like to meet quarterly or as changes and transitions occur.
Sign up to hear from me. I try to send out a monthly newsletter on market trends or conditions.
Let's set a time to meet. I meet in-person and virtually with clients from coast to coast.
490 Chadbourne Road, Suite A112, Fairfield, CA 94534
Office: 707-208-5037 Pacific Time Zone Email: shannon.schmidt@lpl.com
Monday - Friday: By Appointment from 8 a.m. - 4 p.m. Pacific Time Zone
Saturday: By appointment from 9 a.m. - 1p.m. Pacific Time Zone
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