Process
Through our financial planning process, we help clients develop an enduring, yet flexible financial plan.
A transparent, effective planning process is based on two key aspects of financial planning: protection and access to funds. It must also take into account your “key stages” in life. This may include preparing for events such as a child(ren) going to college, retirement, disability, and death.
Our goal-based financial planning approach is designed to help:
- Define customized short- and long-term goals that ensure appropriate financial products and solutions are chosen
- Identify roadblocks or gaps that might impact your financial planning strategy
- Monitor your financial plan on an on-going basis to ensure it meets your everchanging needs and circumstances
Contact us today to learn more about our financial planning process and how a sound financial plan can help you achieve your goals.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. CPM Federal Credit Union and One11 Advisory, LLC, are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using One11 Advisory, LLC, and may also be employees of CPM Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CPM Federal Credit Union or One11 Advisory, LLC. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Contact info
1817 Pickens St,
Columbia SC 29201
803-834-3499
zak.dearinger@lpl.com
w.evans@lpl.com