LPL Financial, The Office of Rob Dale, CFP

I do my best to improve my client’s future quality of life. This means treating each client individually, since every client has a unique set of circumstances. I pattern my financial advice to match each individual’s goals. Areas of Specialty - •Asset Allocation, Management, and Protection (investment planning) •Charitable and Planned Giving •Comprehensive financial planning •Elder Issues (long-term care, pre-mortem planning) •Employee Benefits (qualified plans, defined contribution plans, 401k plans) •Insurance (risk management, disability insurance) •Retirement Planning •Stocks and Bonds