Broker Check
Is it Time for some Spring Cleaning?

Is it Time for some Spring Cleaning?

May 11, 2020
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While we always make sure your accounts with us include beneficiaries, we know things change based on your recent life events and therefore, those you name as beneficiaries may also. We would be happy to make any updates you need so your wishes will be fulfilled, and your loved ones know that you cared to make sure your assets transferred smoothly.

Reach out to Emily at emily.phelan@lpl.com or call the office to review your beneficiary designations and make updates!