Understanding Today’s Financial Environment
Welcome! I’m Bonnie Ireland, a financial planner in Meredith, NH. The investment climate has never been more exciting or more challenging than it is today.
To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy advisor who has a clear understanding of their needs.
By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant commitment to putting service first.
As a full-service financial planner, I offer clients access to an assortment of quality, non-proprietary investment choices. If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact me, by phone at (603) 366-5951 or bonnie.ireland@lpl.com.
- Strategic Asset Management (SAM) – providing you with fee-based asset management through LPL Financial, a Registered Investment Advisor. Access to mutual funds, as well as individual stocks, bonds and alternative investments.
- Managed Asset Plans – for professional fee-based portfolio management through LPL Financial
- Brokerage Accounts - providing you with commissioned based asset management to trade mutual funds, ETFs, stocks, options, bonds, CDs, and alternative investments.
- Retirement Planning – to design an investment strategy to help you meet all of your retirement goals
- Corporate 401(k), Retirement Plan & Investment Management
- Variable and Fixed Annuities – for tax-deferred growth potential designed with an income stream in retirement
- Education Planning – through 529 College Savings Plans, Coverdell Education Savings Account (ESA) or UGMA/UTMA accounts
- Insurance – Disability Income, Health & Dental, Life and Long Term Care Insurance
- Annual Portfolio Review – to review your current holdings and help you make any necessary changes or adjustments
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