Our Financial Planning Services
Personalized financial plans with the ongoing support of a qualified advisor.
Together we'll create a financial plan that encompasses:
- Cash flow management
- Debt planning
- Proactive tax strategies
- Investment management
- Preparing for financial independence and retirement
- Any other life events that may come your way
- 401(k) investment choices
- College savings strategies
- Basic retirement forecasting
Ongoing Support: We're here for you every step of the way.
Your Full Financial Picture in One Place
We'll simplify your financial planning with our modern technology, allowing you to leverage LPL Financials’ extensive resources and research.
Our Pricing Scale
We offer various payment frequency options to suit your needs.
Fee-based financial planning: $1500 +/-
Ongoing yearly support: $500 +/-
Note: Financial Planning becomes an included service with Asset Management.