Seeks to ensure your assets are distributed according to your wishes, minimizing estate taxes and attorney cost, and provides a plan for your loved ones after your passing. An estate plan will include contingencies that seek to care for loved ones if your are unable to. Often includes power of attorney, wills, trusts, beneficiary designations and more.

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DISCLAIMER:

Eddie Doyle Financial Planning and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.​ 

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LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.​

Focuses on personalizing your financial strategy in seeking to reduce tax liability with your savings and spending. That includes income timing, tax loss harvesting, reviewing tax returns, and more.

Protects against unexpected financial losses from premature death, long-term care, and disability. By identifying potential risks of those happening, we can safeguard your family and assets.

Persues a consistent and dependable income, particularly for retirement, by identifying reliable and predictable sources of revenue. It involves creating a comprehensive strategy for managing income during your working years, planning withdrawals in retirement, and seeking to optimize Social Security to ensure you can sustain your desired lifestyle throughout all stages of life.

Strategically manages your assets in seeking to grow and protect your wealth over time. This involves creating a diversified portfolio tailored to your financial goals, risk tolerance, and time horizon, with regular monitoring and adjustments to stay on track.

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DISCLAIMER:

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.​