Sandra K. Morkovsky
Sandra K. Morkovsky
I'm Sandra K. Morkovsky—your local LPL Financial Advisor and I'm here to help make your financial future easier.
I have a Client-Centered approach…
It's all about you. I'm here to help you:
- Save for retirement – before and during your retirement years
- Provide your family or business with risk management strategies
- Save for college expenses
- Help minimize taxes through tax-advantaged investing*
- Create a plan designed with the goal of lifetime income
- Maintain your independence with long-term care insurance
- Save for that something special (wedding, vacation, second home…)
- Gain confidence with your investment choices
- Create a legacy for your family
- Increase your understanding of Social Security
- Aim to preserve your wealth
- Fulfill your charitable wishes
…with the appropriate products and services
Whether you're a conservative, middle-of-the-road, or an aggressive investor, NFA Wealth Management has access to many products and services through our broker dealer LPL Financial:
- Mutual funds
- Fixed and Variable Annuities
- Life insurance
- Retirement Plans
- Stocks and Bonds
- Tax-advantaged Investments*
- Long-Term Care Insurance
- Disability Insurance
- MoneyGuideBroker (a financial objective tool)
Stop in and visit at me at my office in the Yoakum National Bank lobby. You can also contact me by phone at 361-293-5225 or email (link to: email@example.com).
NFA Wealth Management
The professionals of NFA Wealth Management provide comprehensive and integrated financial services in a high-engagement, client-centric service model. We focus on long-term client relationships, employing a philosophy of planning iteration and evolution to address needs and objectives as they change over time.
As the nation’s largest independent broker-dealer*, a top RIA custodian, and a leading independent consultant to retirement plans, LPL Financial is an enabling partner to more than 13,500 financial advisors and approximately 700 financial institutions. We believe that objective financial guidance is a fundamental need for everyone. Through our proprietary technology and a suite of customized services, we enable our customers to focus on creating the personal, long-term client relationships that are the foundation for turning life’s aspirations into financial realities.
* As reported by Financial Planning magazine, June 1996-2013, based on total revenue.
Sandra K. Morkovsky, NFA Wealth Management Investment Executive
If you're like most investors, you want someone to walk you through the investment choices available to you. That's where I can help. An Investment Executive provides in-depth knowledge necessary to assist you in identifying what investments are appropriate for you. Whatever your goals or stage in life, I can help you make the appropriate investment choices.
Your Financial Institution
Experience the convenience of conducting all your financial business in one location: at the local branch of your financial institution. You can enjoy the competitive advantages of working with a comprehensive investment and insurance services firm—while remaining in the comfort of a place you have come to trust.
When it comes to your financial dreams, taking action is vital to your success. But that's not always easy. You know where you are—and where you want to go. My aim is to help you get there. As an experienced Investment Executive, I am committed to making your journey toward financial independence as easy as possible.
The investment products sold through LPL Financial are not insured Yoakum National Bank deposits and are not FDIC insured. These products are not obligations of the Yoakum National Bank and are not endorsed, recommended or guaranteed by Yoakum National Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
*Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither NFA Wealth Management nor any of its representatives may give legal or tax advice.