At LPL Financial our most important asset is you. We are independent advisors, with no obligations to investment product providers, cross-sell quotas or home office directives. Our advisors create customized investment strategies that seek to build, preserve and transfer your wealth. We are committed to helping individuals and families meet and exceed their life goals.
Our dynamic approach is customized to address your unique financial needs and objectives. We follow a comprehensive five step process to determine the optimal approach to managing your assets.
1. Discovery — Understanding your personal, professional and financial life goals
2. Education — Discuss the risk, reward characteristics of different asset classes and their contribution to overall portfolio asset allocation.
3. Recommendation — The optimal blend of investment vehicles to work toward your goals.
4. Implementation — The investment methodologies employed to construct your portfolio.
5. Active management — Regular review of the portfolio’s performance.
As Independent Advisors, we utilize LPL Financial as our broker/dealer which gives us the advantage of leading independent research, technology and investment tools. To learn more about LPL Financial, visit www.lpl.com.Investing involves risk including loss of principal.