Waterfront Wellness Program
Fill out the stoplight assessment below, designed to help you see where there is room to improve to work towards your financial goals!
You can also schedule a meeting with one of our Financial Advisors who will walk you through your assessment results and answer any questions you may have.
Securities & Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
After clicking "Submit & Email", you will receive your Stoplight Assessment Results. If you'd like to discuss your results or have any questions, schedule a meeting with Waterfront Advisor, Samuel Leidholm.
information and calculations found within this interactive assessment has not been
verified by LPL, is included for informational purposes only and is not intended to
provide investment advice. LPL does not guarantee the applicability or accuracy of this
assessment in regards to your individual circumstance. All examples are hypothetical and
are for illustrative purposes. You should review and confirm the accuracy of all
calculations before relying on this assessment.
Not a Recommendation. The illustrations provided through this assessment do not
contain specific securities recommendations for implementation. The projections
contained herein do not constitute an actual offer to buy, sell, or recommend a
particular investment or product. All investments are inherently risky. You are
under no obligation to implement any recommendations that may be included within
these illustrations. If you choose, you may implement these illustrations through a
financial advisor, including one associated with LPL. By doing so, your advisor may
make a variety of products and services available. This may result in the payment of
normal and customary commissions, advisory fees, or other types of compensation to
your advisor. This compensation may be more or less depending on the product or
service that representative recommends. To the extent that your advisor recommends
that you invest in products and services that will result in compensation being paid
to your advisors and its representatives, this presents a conflict of interest. For
more information about conflicts of interest, please see LPL’s Form ADV at
www.lpl.com or your advisor’s Form ADV, as applicable.
Not Financial Planning or Other Advice. This assessment does not provide
comprehensive financial planning and is not intended to constitute legal or tax
advice. There may be other relevant factors and financial considerations that LPL
does not take into consideration in formulating any illustration. Unless otherwise
agreed by both parties in writing (such as through an advisory or brokerage
agreement), LPL is not responsible for any use you make of the illustrations
provided through the assessment, and you are solely responsible for making your own
No Advisory or Brokerage Relationship. LPL does not intend to establish an advisory
or brokerage relationship, with you solely by providing this assessment. Through
this assessment, LPL does not provide ongoing investment management or trading
services for your assets, make any determination as to whether the assessment is
appropriate for you, access any assets in any accounts you aggregate, place any
trades on your behalf, or provide ongoing supervision of your assets. The scope of
any investment advisory or brokerage relationship LPL has with you begins when you
sign an advisory or brokerage agreement and is defined by the terms of such
Risk Acknowledgement. LPL has not made, nor is making, any guarantee about the future
performance of your assets, including, without limitation, any guarantee of a
specific level of performance or the success of any given investment decision or
strategy that you may implement based on the illustrations. In addition, LPL does
not make any guarantees or representation that your investment objectives will be
achieved. Any investment decisions that you make are subject to the risk of loss or
depreciation of the value of any investment due to the fluctuation of market values
or numerous other factors.
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