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
Financial Planning for Big Life Events
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David Limerick
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Season 1
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Episode 30
Life’s big moments can be very exciting. The major milestones in life are moments in time that make a big impact on not just your life, but your finances too. It is important to consider your financial readiness for these big life events.
If you're interested in a one-on-one with David, visit westreet.org/wealth-management