My Team
By teaming up with LPL Financial and their ever expanding resources, I can offer my clients a broader perspective and enhanced value in everything we do as work towards meeting their financial goals.
I can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
I also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What's a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
LPL's network of experienced professionals have helped many people just like you with similar issues and concerns. I can help you create an approach that is designed to address your individual situation.
Ross B. Levine, ChFC®, APMA®
Financial Consultant
Phone: (916) 514-1823
Fax:(916) 251-9950
Email: ross.levine@newinverness.com
LPL Financial Customer Service
Phone: (800) 558-7567