Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”
 

Meet the Investment Services Team

VIEW PROFILE
Todd Jones
Sr. LPL Financial Consultant
VIEW PROFILE
Cindy Widener
LPL Registered Assistant
VIEW PROFILE
Cindy Widener
LPL Registered Assistant