Debbie Boisselle, LPL Financial Planner,
Citizens Wealth Management Group
A Road Map for Your Future
A financial plan is like a road map. A map gives you directions on how to go from point A to point B. A good financial plan helps you pursue your financial goals. Whether it is saving for a new home, education or retirement, a plan will help you work toward the goal. With any plan road blocks sometime appear, so an annual review is necessary. An annual review lets you know whether you are still on track to pursue your goal or goals. By viewing each financial decision as part of a whole, you can consider its short and long-term effects on your life goals. You can also adapt more easily to life changes and feel more secure that your goals are on track.
Empower yourself by taking control of your financial situation. Start or review your financial plan today.
Citizens Wealth Management Group offers access to investment and retirement planning services at Citizens National Bank. Securities and financial planning are offered through LPL Financial, the largest independent broker/dealer in the nation.* Debbie is a LPL Financial Planner working out of the Bowling Green, Toledo and Findlay offices. She explains more about how to plan your road map and specific items to consider regarding your financial future in her video below.
*As reported by Financial Planning magazine, June 1996-2013, based on total revenue.
Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Citizens National Bank and Citizens Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value |
Not Insured by any Federal Government Agency | Not a Bank Deposit