WEOKIE FINANCIAL GROUP
WEOKIE Financial Group is an alignment through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).
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Our financial professionals will collaborate with you to develop a financial plan that aligns with your specific needs, experience, and time horizon.
For more information about LPL Financial, please visit www.lpl.com.
Retirement and Investment Planning
Plan for a brighter future today with WEOKIE Financial Group!
Whether you're saving for your children's education, planning for your retirement, or securing your family's financial future; the professionals at WEOKIE Financial Group can help you find strategies to address your long-term financial objectives.
WEOKIE members are eligible for a no-cost, no-obligation financial consultation.
at 405-415-9734 or firstname.lastname@example.org.
Attend as many virtual workshops as you like. You’ll learn the answers to questions, including:
- The important rules of the road for receiving Social Security.
- How can conservative investments help you face today’s economic risks?
- What sources of income should you draw from and when?
- How to use annuities to guarantee income for life.
- How does behavioral finance affect investment decision-making?
Space is limited, so make your reservations today . Please contact Kirk Darnell, Financial Advisor, at
405-415-9734 or email@example.com with any questions about the virtual workshops.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates WEOKIE Federal Credit Union and WEOKIE Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using WEOKIE Financial Group, and may also be employees of WEOKIE Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of WEOKIE Federal Credit Union and WEOKIE Financial Group. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/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.