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Fee Based Personal Financial Planning

Financial planning is at the very core of the services we provide to individuals and families seeking to build, preserve and manage wealth over time.

Retirement income planning, education planning, tax and estate planning, and risk management services are components of a larger, more comprehensive financial plan designed to pursue multiple financial and lifestyle goals. Your plan also provides for your heirs or charities and defines the legacy you choose to leave.

24/7 access to account information and activity

Through our secure Client Wealth Planning website, we offer our clients a complete snapshot of every financial balance you have across financial accounts and institutions. With your permission, the site can be accessed by your other trusted advisors, including attorneys and CPAs.

This complete aggregation of balances from your checking, savings, investment accounts, credit card companies and mortgage companies provides you with an accurate, daily net worth statement that then dynamically overlays your financial plan, enabling you to see if you are on track every step of the way. Clients can access account balance and transaction history through LPL Account View.

Fee-based financial planning is offered through LPL Financial.

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