Financial Confidence
We listen to you and use your input to help create the best plan for you, together.
Client-Centric Approach
Building strong, long-lasting relationships with our clients is at the center of everything we do.
We Work For You
We are here to help you navigate your financial concerns with each life event you encounter.
The Support You Need
Our client-focused approach is all about listening to you and working together to create the plan that is best for you, not just the plan that is best for everyone. We want to learn about your goals, as well as your thoughts and concerns. From there, we will create a few custom plan options and discover the customized route for you.
Retirement Planning
Create a clear path toward the retirement lifestyle you envision with strategies designed around your goals.
Investment Management
Grow and preserve your portfolio through disciplined, research-driven investment guidance.
Insurance Review
Ensure your coverage keeps up with your life by identifying gaps and aligning protection with your needs.
Retirement and Estate Planning
A solid financial plan isn’t just important for retirement planning, it continues to play a big role in your life during retirement and beyond. After retiring, it’s important to work with your financial professional to ensure your investment strategy can continue to support your lifestyle. We will work with you to develop a plan that will help give you confidence for your golden years.
David Strandin
Vice President, Financial Advisor
David.Strandin@lplfinancial.com