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      LPL Financial

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      Retirement Planning Services

      4601 College Blvd, Leawood, KS 66211

      913-451-7110

      CLOSED NOW: 
      Today: 8:00 am - 5:00 pm
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      DETAILS
      General Info
      Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers. I am in the business of helping my clients meet all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success. My approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren. If this method of meeting your financial needs sounds appealing, I invite you to spend some time exploring this site. I also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or e-mail me.
      Extra Phones

      Fax: 913-451-7549

      TollFree: 800-451-7110

      Hours
      Regular Hours
      Mon - Fri:
      Category
      Retirement Planning Services
      Services/Products
      Estate Planning; College Planning; Wealth Management; Stocks: Mutual Funds; Retirement planning (Individual and Business); Insurance (Individual and Business); CDs; Bonds; Government Securities; Financial Needs Anaylsis; Portfolio Anaylsis; Profit & Loss Report (Quarterly); Trust Services** **LPL Financial representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial For a list of States I am licensed to do business in, please visit www.lpladvisorweb.com/renee.charpie
      Location
      SE Corner Of College & Roe, Leawood, KS
      Neighborhood
      Leawood Executive Centre
      Other Link

      http://www.lpladvisorweb.com/renee.charpie

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