What if You Could... Find a Financial Advisor Who Does More than Just Investments?

2025-08-28

We are still FOCUSed on what we learned from LPL Financial’s national conference earlier in the month. While we already tackled the question of “what if you could” in regards to retirement, Marc and Marion take a step back this week to look at the big picture? What if you could find a financial firm that is your financial planner and not just your “investment guy”? That’s the big question that our team has been diving into with clients in the last few weeks. Make sure you tune in to learn more. A full complement of Do...

We are still FOCUSed on what we learned from LPL Financial’s national conference earlier in the month.

While we already tackled the question of “what if you could” in regards to retirement, Marc and Marion take a step back this week to look at the big picture?

What if you could find a financial firm that is your financial planner and not just your “investment guy”?

That’s the big question that our team has been diving into with clients in the last few weeks. Make sure you tune in to learn more.

A full complement of Dollars & Sense broadcasts found here.

DISCLOSURES:
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.

Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.

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