Resources
Retirement
Steps to consider so you can potentially accumulate the money you’ll need to pursue the retirement activities you want.
Estate
Manage personal affairs while you’re alive and control the distribution of wealth upon your death.
Tax
Understanding tax strategies can potentially help you better manage your overall tax situation.
Tax
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Lifestyle
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Insurance
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Money
Managing your money involves more than simply making and following a budget.
Insurance
Meet the Investment Services Team
VIEW PROFILETodd JonesSr. LPL Financial Consultant
VIEW PROFILECindy WidenerLPL Registered Assistant
VIEW PROFILECindy WidenerLPL Registered Assistant
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Securities and advisory services offered by LPL Financial, a registered investment advisor, member FINRA / SIPC . Insurance products offered through LPL Financial or its licensed affiliates.
Mountain Commerce Bank and MCB Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Tennessee, Mississippi, Pennsylvania, South Carolina and Virginia.
Not FDIC Insured
Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not a Bank Deposit
Not Insured by any Federal Government Agency
