Shannon D. Schmidt - LPL Financial Planner
Business details
- Category
- Financial Services · Financial planner
- Address
- 490 Chadbourne Rd Ste A112, Fairfield, CA 94534
- Phone
- (707) 208-5037
- Website
- shannondschmidtlplfinancial.com
- County
- Solano County
About
Shannon D. Schmidt - LPL Financial Planner brings personal financial planning and investment guidance to Fairfield and surrounding Solano County. We work with individuals and families who want a clear, practical plan for their money, from building savings and managing investments to preparing for retirement.
Our approach starts with understanding your goals, your timeline and your comfort with risk, so every recommendation fits your life rather than a generic template. As an LPL Financial affiliated planner, we draw on a broad range of investment and planning resources while keeping the focus on your long-term wellbeing.
We take the time to explain each step in plain language, so you always know where things stand and why. Whether you are just starting to plan or want a second look at an existing strategy, we are glad to talk through your options.
Learn more and get in touch through our website.
Our approach starts with understanding your goals, your timeline and your comfort with risk, so every recommendation fits your life rather than a generic template. As an LPL Financial affiliated planner, we draw on a broad range of investment and planning resources while keeping the focus on your long-term wellbeing.
We take the time to explain each step in plain language, so you always know where things stand and why. Whether you are just starting to plan or want a second look at an existing strategy, we are glad to talk through your options.
Learn more and get in touch through our website.