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  3. Preparing for Your Appointment

Preparing for Your Appointment

We're honored that you're considering working with us to help pursue your financial goals. Here are three ways you can prepare our first appointment.

1. Think about why you're investing

Understanding the "why" will help you be better prepared to discuss your goals and strategies to help work towards them. What's important to you and your family? What do you want to achieve?

2. Gather your statements

If you've worked with a financial advisor before, it's helpful to know about your current investments and your experience to date. If you're new to the investing world, we promise to talk with you, not at you. Our goal is to empower you with the knowledge you'll need to pursue your goals.

3. Bring your questions

I want to make sure I answer any question you may have about how we can best work together to help you pursue your financial goals.

Resources

  • Before You Invest
  • Preparing for Your Appointment
  • How Are We Regulated
  • Blog
  • FAQ

Contact Us

We would love the opportunity to become your trusted advisor.

Get to know us

Phone: (972) 980-6541
Fax: (972) 980-2318
Toll Free: (888) Mark-LPL

Email: Mark.Larimore@LPL.com

6220 Campbell Road, Suite 301, Dallas, Texas 75248

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