We are extremely excited that you are considering us as your trusted advisors.
There are three main ways you can choose to work with us:
- Hourly or flat fee for financial planning or counseling.
- Fee-only: click here to obtain our fee schedule Includes comprehensive financial planning and investment management. The vast majority of our client relationships fall here.
- Fee-based: Over the past two decades of economic turmoil and uncertainty, many of our clients have expressed concern about the future, and have often asked for products that could guarantee their income, as well as their family’s legacy. The only products that provide these guarantees are insurance products. With our combined half century of experience at Teacher's Insurance & Annuity Association, we are highly experienced in the use of insurance and annuity products to provide solutions, when needed. Since LPL has no proprietary insurance or annuity products, we can objectively search superior products from numerous highly-rated, competitively priced insurance companies to obtain the right solution for you.
Our mission is use financial science in our day-to-day planning and strategic implementations. We educate with complete transparency, so that you can make informed decisions. How you do business with us will be up to you, but you can rest assured that we will always place your interest first.
Give us a call at 877-631-5909.