Meet One-on-One with a Financial Advisor
Calendar Date:
Add to your calendar:
This is a reoccurring programs that takes place every Thursday. Virtual and in-person meetings are available. Appointments are for 30 minutes. Registration is required.
Speak with a financial advisor about Investments, Retirement, & Estate Planning. This includes 401(k), IRA, estate planning, planning for major purchase like buying home, college savings, risk management, and more.
Schedule your appointment here: https://calendly.com/wlpl-adult-services/meet-one-on-one-with-a-financial-advisor-2024
The Financial Advisor cannot:
- Process tax returns.
- Offer specific advice related to taxes; however, we can guide and answer general questions. It’s best to meet with a CPA for specific questions.
- Write wills and trusts, best to meet with an Estate Planning Attorney. We do have referrals available.
- Write Property and Casualty Insurance, referrals available here too.
About the Financial Advisors
Jon D. Lawry, CFP®, RICP®, BFA™ and W. Nick de Freitas, BFA™ co-founded Lawry de Freitas Wealth Management, LLC. They are members of the Association of Financial Educators, a nationwide 501(c)(3) nonprofit educational bureau comprised of financial professionals.
Lawry de Freitas Wealth Management, LLC provides wealth management services. The Company offers its products include professionally managed portfolios, life insurance, variable annuities, long-term care insurance, financial planning, and pension plans. Lawry de Freitas Wealth Management serves customers in the United States.
