Situations where you might need advice and are encouraged to call our office during the year. In most cases there is no charge for these services for our clients:
- Change or leave a job-begin collecting unemployment
- Before receiving a distribution from a 401(k), IRA or pension plan
- Buy or sell a house or rental property
- Receive an inheritance
- Sell or redeem more than $2,000 in stocks, bonds or mutual funds
- Start, sell or close a small business
- Giving or receiving a gift over $15,000
- Retire or start receiving social security
- Anytime your investment time horizon changes
- Have a new child
- Have a change in your marital status
- Receive a notice from the IRS or State Dept. of Revenue
- Any situation where you would just want to talk, or get a second opinion
Investment and financial planning services are offered by George Englert, Kevin Englert and Carrie Hughes through their affiliation with LPL Financial.
