Show Them You Care – David Workman, AIF, LPL Registered Principal | February 14, 2020

What you should do financially to make sure the ones you love are protected. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Dave Ramsey is not affiliated with Workman & Associates or LPL Financial. The opinions voiced in this material are for general information only and are not intended […]

FINANCIAL PLANNING – PART 4

Part 4 focuses on the four main elements of estate planning, which include drawing up a will, a living will and healthcare power of attorney, a financial power of attorney, and in some cases, a trust. David Workman and LPL Financial do not provide legal advice or services. This information is not intended to be a substitute for individualized legal advice. […]

FINANCIAL PLANNING – PART 3 | JANUARY 31, 2020

You need life insurance, but how much? Dave shares his formula for your best protection. Watch and find out what other types of insurance we offer. Securities and advisory services offered through LPL Financial, Member of FINRA/SIPC.

ESTATE PLANNING – PART 2

Estate planning should include a will, a trust, or both. Dave explains both in the second part of this three-part series.