Imagine the Potential
Join David Limerick as he walks you through values-based financial planning to make the most of your money and your future. | Securities & advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). | www.finra.org | www.sipc.org | WeStreet Credit Union (WSCU) and WeStreet Wealth Management (WSWM) are not registered as a broker-dealer or investment advisor. LPL is not affiliated with WSCU or WSWM. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value. Financial professionals associated with LPL Financial may discuss 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.
Imagine the Potential
The Types of Values
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David Limerick
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Season 1
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Episode 10
In this week's episode, we're circling back to the idea of values-based investing which is not an investment strategy but a way of managing our moned investments around what we value. For this episode, I want to discuss categories of our different values: relationship driven, personal influence, purpose driven, security driven, and pursuit driven.
If you're interested in a one-on-one with David, visit westreet.org/wealth-management