Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC


The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CT, FL, GA, MA, MD, ME, NC, NH, NY, RI, VA, VT.


Check the background of investment professionals associated with the site on FINRA's BrokerCheck

  

     BUILDING YOUR FINANCIAL FUTURE


How -- and When -- Do I sign Up for Medicare?


This article explains the rules regarding the timing of applying for Medicare.

BILL MANN
LPL FINANCIAL ADVISOR


Too Young to Think About Investing?  Think Again!


Time and compounding is a simple equation with potentially powerful long-term results.


In The News

We understand you have aspirations for achieving success and protecting your family. When it comes to financial decisions, the information you find online is a good start, but it is meant to serve many.  Listening to you and mapping out your wishes into an actionable financial plan is what I do for clients.  
 
We promise to respect your time by providing...

Useful information

Clear and client centered answers

Time to review when you need it

 

Since day one and now in my 20th year, clients started out just like  you.  They too, reached a point in their lives to consider a financial partner and touched base to learn more.

 


              Bill Mann

 Our Heritage and Values

​I'm Changing jobs.  What should I do with the money in my Plan?


After deciding to switch jobs, your next move is to determine what to do with the money in your former employer's  retirement plan.