Enhance Magazine - Page 30

3 Important Financial Questions * Do you have a retirement plan? * Are you worried about who is overseeing your portfolio? * Is your investment strategy impacting your tax bracket? Call or email Lisa today for a no cost, no obligation meeting to discuss your financial future. I can help. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Milestone Wealth Advisors, Inc., a Registered Investment Advisor and separate entity from LPL Financial. HOCKESSIN CAPRIOTTTI’S 120 LANTANA SQUARE 302-257-5222 30 HACHEALTHCLUB.COM Lisa LaMarche CFP®, CPA Partner 3701 Kennett Pike, Suite 300 Greenville, DE 19807 302-351-1988 email: lisa.lamarche@ milestonewealthadv.com www.milestonewealthadv.com