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Working with an Advisor

WORKING WITH AN ADVISOR

With increasingly complex financial markets, longer life expectancies, and clients living busy lives, working with a trusted investment professional is more important than ever. Individuals are understanding that managing their investments is more complicated and time-consuming than in past years. They acknowledge that working with specialized investment professionals provides them with a higher level of confidence. Wealth and estate management includes coordinating our financial planning along with your tax, legal and insurance professionals. We follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions to help them stay on track. 

WHY USE AN LPL FINANCIAL ADVISOR?

Over the past decade, financial advisors backed by the power of LPL Financial have become a leading source of objective advice for accumulating and managing personal wealth. As experienced financial professionals, these advisors possess an average of 10 years of industry experience when they partner with our organization. While advisors aligned with LPL Financial come from different backgrounds and offer different types of expertise, they all have two things in common: they’re backed by a market leader and they’re 100% committed to helping you achieve your long-term financial and life goals. This means that when you invest with an LPL Financial advisor, you can benefit from:

  • Objective guidance and advice - With access to leading independent research, your LPL Financial advisor can help you make informed, objective decisions.
  • Investment choice and flexibility - LPL Financial does not offer any proprietary products, so your advisor can help you choose unbiased investment producs and strategies from many of the nation’s leading investment managers.
  • Holistic approach to life planning - No matter where you are in life-just getting started or winding down a successful career-you have goals and dreams. Your advisor engages you in an ongoing conversation about your needs, goals, and objectives to create the life plan that’s right for you.
  • Convenient account access - You can manage your account online anytime, day or night, from the convenience of your own home or office. In addition, easy-to-read account statements keep you informed of account activity and performance.
  • Passion for providing independent advice - LPL Financial advisors offer tailored strategies designed to address the needs of your life goals and financial growth. Our advisors base their success upon helping their clients by tapping into our vast resources to provide the objective advice you need.
  • An independent investment partner - Your LPL Financial advisor more than likely lives and works in your community. And because your LPL Financial advisor cares as much about your personal satisfaction as the performance of your portfolio, he or she serves as a true partner to help you live the life you desire.