While advisors aligned with LPL Financial come from different backgrounds and offer different types of experience, they all have two things in common: they’re backed by a market leader and they’re 100% committed to helping you achieve your long-term financial and life goals. This means that when you invest with an LPL advisor, you can benefit from:
Objective guidance and advice—With access to leading independent research, your LPL advisor can help you make informed, objective decisions.
Investment choice and flexibility—LPL does not offer any proprietary products, so your advisor can help you choose comprehensive investment products and strategies from many of the nation’s leading investment managers.
Holistic approach to life planning—No matter where you are in life-just getting started or winding down a successful career-you have goals and dreams. Your advisor engages you in an ongoing conversation about your needs, goals, and objectives to create the life plan that’s appropriate for you.
Convenient account access—You can manage your account online anytime, day or night, from the convenience of your own home or office. In addition, easy-to-read account statements keep you informed of account activity and performance.
Passion for providing independent advice—LPL Financial advisors offer tailored strategies designed to address the needs of your life goals and financial growth. Our advisors base their success upon helping their clients by tapping into our vast resources to provide the objective advice you need.
An independent investment partner—Your LPL advisor more than likely lives and works in your community. And because your LPL advisor cares as much about your personal satisfaction as the performance of your portfolio, he or she serves as a true partner to help you live the life you desire.
Planning can encompass a vast number of different topics: Retirement Planning, Wealth Transfer / Estate Planning, College Funding, Insurance Analysis, etc … This is why our planning process begins with you. We ask a lot of questions and we make sure to do a lot of listening. For some clients this process can take one meeting, for others it might take three or four. No client is the same. This is why our goal is to take however much time is necessary in order to understand you and your objectives. Once we do, we analyze all the information and go about creating a plan unique to your situation. Since our goal is to provide guidance over your lifetime we will assist with plan implementation and proactively monitor the plan to ensure that it is always supporting your objectives. In order to keep your plan on track we believe in ongoing communication, education and collaboration. We will develop a custom communication schedule in order to capture any life changes and provide any necessary planning updates. We will also collaborate with other professionals such as your CPA, estate attorney and property and casualty agent to ensure optimal coordination on plan decisions. Below is a comprehensive list of the traditional investment choices we use to help you plan for your future.