Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, CA, DE, FL, MI, MO, MS, NC, OK, OR, TX
A SIX-STEP COMPREHENSIVE AND COLLABORATIVE APPROACH
“I believe that the biggest mistake that most people make when it comes to their retirement is they do not plan for it. They take the same route as Alice in the story from “Alice in Wonderland,” in which the cat tells Alice that surely she will get somewhere as long as she walks long enough. It may not be exactly where you wanted to get to, but you certainly get somewhere.”
― Mark Singer, The Changing Landscape Of Retirement - What You Don't Know Could Hurt You
It’s here that we establish and define the client-planner relationship
During the discovery meeting, we gather client data, including goals, and establish the financial profile
This is our internal analysis and evaluation of the client’s current financial status
THE PLANNING ANALYSIS
After development, we present our recommendations and alternatives to the client
THE WEALTH PLAN
With the client’s review and approval of the recommendations, we implement the plan
We monitor the recommendations, and hold regular client meetings to review account status and any changes to client’s financial status
CLIENT CARE ADVANTAGE
If you thought that financial planning was a 10-minute sales pitch along with a request for a check, then you haven’t met a professional financial planner. You will find that this is a two-way street of determination that we can work together to work toward the goals you have in mind. Good planning takes time!