Erin Lapidus

Watching my father and grandfather run the business inspired me to build the company brand by implementing innovative marketing strategies, all while developing my passion for helping clients pursue a comfortable and independent retirement by designing a game plan, with the goals of preserving and growing capital, delivering a reliable stream of income, that they can count on, so they can do all of the things they love in retirement and assisting them in planning to pass those assets on to those that they love. I hold my FINRA Series 6 and 63 securities registrations through LPL Financial and the 65 securities registrations through Private Advisor Group. I also have my life and health insurance licenses and am well-versed in Medicare products, both advantage plans and traditional supplements as well as pre medicare options including the Exchange. Every Saturday I field listeners’ questions about insurance needs on the radio show with my Dad, Straight Talk on Retirement, which airs every Saturday morning at 9 A.M on Big 550 KTRS. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact Info’ section above. Investment advice offered through Private Advisor Group, a registered investment advisor. JBL Financial Services and Private Advisor Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.jblfinancial.com