Fee-Based Personal Financial Planning
At the heart of what we do is a commitment to helping individuals and families build, preserve, and manage wealth for every stage of life. Our fee-based personal financial planning services are designed to provide a holistic, personalized approach to your financial and lifestyle goals.
Comprehensive Planning for Every Goal
Our financial planning process covers every aspect of your financial life, including:
- Retirement Income Planning
- Education Planning
- Tax and Estate Planning
- Risk Management Services
Rather than just meeting today’s needs, your plan is a road map for your future. Whether it’s providing for your heirs, supporting charitable causes, or leaving a meaningful legacy, our customized plans reflect your unique priorities.
Real-Time Financial Insights
We provide 24/7 access to a secure Client Wealth Planning website, offering a comprehensive view of your finances. Through this platform, you can:
- View a complete snapshot of your financial balances across accounts and institutions.
- Aggregate data from checking, savings, investment accounts, credit cards, and mortgages to dynamically calculate your net worth.
- Monitor your financial plan’s progress in real-time to confirm you’re always on track.
With your permission, your other trusted advisors—such as attorneys and CPAs—can also access this information, creating a seamless, coordinated approach to your financial well-being. Additionally, clients have access to account balances and transaction history through LPL Account View for an added layer of transparency.
By working with LPL Financial, you can trust that your plan is built on your best interests—not on commissions or sales targets.
Take the first step today. Contact us to explore how we can help you realize your goals with a fee-based financial planning approach.