LPL Financial - Loren Morrison

248-563-0683

OPEN NOW - Closes at 5:00pm

I specialize in helping my clients meet their retirement goals by providing them the guidance they need to achieve the retirement of their dreams. And I can help you do the same, through an investment strategy designed to meet your needs.

In addition to retirement services, I also provide:

• Managed asset plans - for professional fee-based portfolio management through LPL Financial
• Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
• Cash flow analysis - for everyday budgeting
• College planning - long-term planning to ensure you’re ready when your children are
• Retirement planning - to design an investment strategy to help you meet all of your retirement goals
• Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed