BrokerCheck, FINRA

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/ SIPC.

The LPL Financial registered representative(s) 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.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan, and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

Next Step Wealth Strategies and LPL Financial do not provide legal or tax advice. Please consult with your tax or legal advisor regarding your personal situation.

All investing involves risk including loss or principal. No strategy assures success or protects against loss in a declining market. 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.

LPL Financial Form CRS

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