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Life Guides

Life Guides are a form of checklist or questionnaire, designed to provide you with information and guidance on a variety of life events. Click on the one that you need and we'll send you a copy.


  • Financial Workbook
  • Managing Your Financial Life
  • Marriage and Money
  • Teaching Kids About Money
  • Paying for College
  • What to Do If You Lose Your Job
  • Dealing with Divorce
  • Affordable Care Act
  • Thinking About Retirement
  • Retirement and Social Security
  • Retirement and Medicare
  • Planning Your Estate
  • Children with Special Needs
  • Moving Day
  • Protecting Your Business
  • Business Continuation
  • Emergency Planning Guide
  • When a Loved One Dies
  • Managing an Inheritance

Get in Touch

Contact Us

  • Address: 445 Park Avenue 9th FL New York, NY 10022

  • Phone: Office: (212) 307-3141

  • Email: raymond.henri@lpl.com

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Disclosure

Ray Henri 667 Madison Avenue 5th FL  New York, New York 10065 (212) 209-6122  (800) 245-6061 Henrir3@ae.cadaretgrant.com Registered Principal Certified Retirement Financial Advisor, CRFA Long Term Care Professional, LTCP Securities, and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member of FINRA/SIPC. Licensed in the following states: NY, IL, NJ, PA, MD.NC,GA,VA,FL,CA

FINRA is located at www.finra.org. SIPC is located at www.sipc.org.

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