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    Creating a Financial Plan for

    Financial Freedom

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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    Learn about what we do and our approach to help you save fast.

     

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    Insurance

    Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship.

    Asset Allocation

    Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

    Saving For College

    As the cost of a college education continues to rise, outpacing the rate of inflation, it is becoming beyond the reach of most people unless they have planned early on. For people starting a college savings plan today, questions arise as to the best way to save.

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    Harald Schot

    LPL Financial Planner

    Harald is the founder and president of LifePlan Financial, Inc. located in Stanwood, Washington. He attained his FINRA Series 6, 63, 65 and 7...

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    •   9923 271st Street Northwest, Stanwood, WA 98292
    •   360-419-0100
    •   harald.schot@lpl.com

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    Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

    The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: WA

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