Broker Check

Financial Planning

Financial planning is at the very core of the life planning services we offer through LPL Financial to individuals and families seeking to build, protect and manage wealth over time. We believe that without a plan in place to pursue established goals, it’s nearly impossible to measure your progress along the way. That’s why our approach to financial planning seeks to help you:

  • Fully assess your current situation, goals and desires
  • Overcome obstacles and challenges
  • Recognize and pursue opportunities
  • Learn new ways to minimize taxes, increase savings and invest more effectively
  • Adapt strategies to changing life goals or market events
  • Pursue multiple objectives and life-stage goals
  • Achieve a greater understanding of financial management principles
  • Simplify the wealth management process while reducing financial anxiety

Our comprehensive planning process begins with a review of your goals and objectives to help determine if you are on track and incorporates these and other important discussion items:


  • Cash Flow Analysis
  • Savings & Emergency Funds
  • Retirement Accumulation
  • Retirement Income Planning
  • Education Planning

  • Tax Strategies
  • Insurance Planning
  • Estate & Legacy Planning
  • Charitable Giving