Linda Lovie - Contact Us

If you have ever wondered if you have your bases covered, or how you are doing for planning for your financial goals, give me a call, or better yet, take a moment to fill out the form.

We can go over your current situation in a confidential meeting and review what you are doing and discover where you want to go.

From there, I can offer ideas and information to make your path clearer by helping you to clarify your vision and the steps needed to get there. I can turn time to be on your side. Make it your friend by starting today.

Thanks!

Linda

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*Securities and Investment Advisory Services offered through Brokers International Financial Services, LLC, SIPC. Brokers International Financial Services, LLC, and L. Lovie Wealth Management are not affiliated companies. Insurance issued through many fine carriers.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed.

Insurance offered through many fine carriers.

** Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.

***L.Lovie Wealth Management does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. FYI: it appears that the tax/legal and fixed annuity disclosures are needed on multiple pages