Financial Planning Insights
4 minute read time
As our loved ones age, it is not uncommon for them to face cognitive impairments that can significantly impact their decision-making abilities. During this difficult time, it becomes crucial to ensure their well-being and protect their interests. In our latest video, Pam Stubler, LPL Financial Advisor, and Kelly Mould, SVP Wealth Fiduciary Advisor, explore several important topics, including:
Navigating the complexities of this journey with your loved one is not easy, but Pam and Kelly offer valuable insights and resources that can help you understand where to begin. By following their guidance, you can provide everyone involved with peace of mind and ensure the best possible care for your loved one.
It's challenging, yet important to plan and prepare for a parent experiencing cognitive decline.
Johnson Financial Group's Kelly Mould provides insight on:
Wealth management services are provided through Johnson Bank and Johnson Wealth Inc., Johnson Financial Group companies. Additional information about Johnson Wealth Inc., a registered investment adviser, and its investment adviser representatives is available at adviserinfo.sec.gov. NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE
Johnson Bank (“Financial Institution”) may provide referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
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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. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
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