Coordination Across Your Entire Financial Life
We believe that proactive and open communication with your tax and legal professionals is critical to helping you pursue your financial goals. Clear communication between your professional partners is the only way to help ensure your tax, estate and investment planning needs are aligned with your objectives.
We are happy to work with your existing team of attorneys or tax advisors to coordinate strategies. For your convenience, we can also provide you with referrals to the outside professionals (CPAs, attorneys) we work with on a regular basis.
Independence Powered by LPL Financial
Our independence is supported by LPL Financial, the nation’s largest independent broker/dealer.* The firm provides access to a comprehensive array of tools and resources for independent financial advisors, enabling them to provide objective financial guidance to their clients. LPL Financial has no proprietary products.
* As reported by Financial Planning magazine, June 1996–2020, based on total revenue.
For more information about LPL Financial, visit www.lpl.com.