About Us
LPL Financial was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to work toward financial independence.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your LPL Financial Advisor, we will do everything in our power to keep you focused on where you want to go, advise you on how to potentially get there, and continually remind you of the importance of maintaining a disciplined approach to addressing your dreams.
We provide full service financial planning and investment advice specializing in total asset management. Areas covered include, but are not limited to investment planning, estate planning, retirement planning, education planning, and insurance planning.
We recognize that financial planning is a process, not a product. It is a process that involves discovering your goals and developing a plan to address those goals. Our dynamic total wealth management approach is customized to address our clients’ financial needs and objectives. We follow a comprehensive five step process designed to seek the optimal path to managing your assets:
Discovery
Understanding your personal, professional and financial goals
Education
Discuss the risk/reward characteristics of different asset classes and their contribution to the overall portfolio asset allocation.
Recommendation
The potential optimal blend of investment vehicles to address your goals.
Implementation
The investment methodologies employed to construct your portfolio.
Active Management
Regular review of the portfolio’s performance.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (813) 282-0600.
