LIFE INSURANCE | February 26, 2020

Life insurance protects the ones you love. Dave shares his formula on how much life insurance you should have. 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. Please consult your legal advisor regarding your specific situation. This material […]

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.