Every investment opportunity comes with its own unique strengths and weaknesses. That’s why we always begin our process by uncovering these characteristics and weighing the pros and cons of each right away. This allows us to create an investment plan that seeks to take advantage of your most promising assets while minimizing any potential future losses.
Whether you’re self-employed, nearing retirement or a company interested in attracting top talent, we will work with your accountant, trust officer and attorney to make sure you have a wealth and retirement plan that covers all of the bases. We’ll review these plans periodically to ensure every decision aligns with your needs and goals.
From your current policies to your beneficiary designations, we will evaluate your plan coverages. If we find inconsistencies, we will provide additional options for consideration so you can be confident you are well-protected.
A coordinated approach is imperative when it comes to your overall financial plan. We will work with your established trust team or provide you with our own trust company recommendations to ensure you get the guidance you need to create trusts that have your best interests in mind for years down the line.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Estate and Tax Planning
Whether it’s discovering new tax savings, preventing future family tension, or confirming the exact amount of taxes you owe, we will create an estate and tax plan that provides a solid foundation for your future, as well as insight into how to manage your money with regard to tax efficiency.
Socially Responsible Investments
Our connections with money managers who focus on sustainable, responsible and impact investing (SRI) allow us to provide you with the investment choices you need to feel good about where you’re putting your money. Whether you want to work with one of our contacts or your own trusted firms, we’ll make sure the lines of communication are always open.