During the initial planning meeting, the scope of the planning engagement will be defined. We will determine
contractual arrangements and specific planning needs.
During the data collection phase, we will gather any and all information pertaining to the area of planning needed.
Our experience, education and tools will be used to analyze the information provided and produce the best recommendations.
When reviewing the recommendations, the planner and client mutually select, adjust and revise until the plan is truly actionable.
Both the client and the planner will have responsibilities on which to act. A financial plan is useless unless fully implemented.
This step is imperative to keeping a plan on track. Monitoring by both the planner and the client will reveal influential changes that require adjustments.
Our mission is to help you and your family. As financial professionals, we understand the financial world can be overwhelming when balancing all the other complexities of life. We partner with you to navigate and address your financial goals. The focus is on you and your family because we are a family-oriented investment team. We care as much about you as we do the performance of your portfolio.
Disclosures: Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA www.finra.org / SIPC www.sipc.org / Broker Check https://brokercheck.finra.orgThe LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: AK, AL, AZ, CA, CO, CT, FL, HI, IA, ID, KS, MN, MS, MT, NC, ND, NM, NV, NY, OH, OR, SC, TX, VA, WA, WI