RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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Fax: (248) 373-1242

2955 University Drive

Auburn Hills, MI 48326

Evan.Valeri@ccfin-lpl.com

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Cornerstone Community Financial Credit Union and Cornerstone Community Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Cornerstone Community Investment Services and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Cornerstone Community Financial Credit Union or Cornerstone Community Investment Services. Securities and insurance offered through LPL or its affiliates are:

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