Clients

Thank you for your interest in Workman & Associates!

We have dedicated pages for our prospective and existing clients, alike.

Prospective Clients

If you are reading this you are probably trying to decide whether or not you are going to contact my office about setting up an appointment to discuss investing for your retirement, deciding on life or long-term care insurance, planning a child’s education, creating a plan or possibly reviewing your existing investment accounts. These are … Continue reading Prospective Clients

Existing Clients – Account View

See what’s new with Account View AccountViewEnhancements2015 ACCOUNT VIEW:  Click here to log in to view your LPL Account online. How do I ever begin to express my gratitude to the many individuals and families who have trusted me to assist them with planning for their retirement, children’s or grandchildren’s education, life and/or long-term care … Continue reading Existing Clients – Account View