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Your life has been turned upside down with a major transition. Whether it’s a career change, divorce, death of a loved one, or an unexpected financial gift. You want to navigate these changes in the most appropriate way, securing your wealth for the future.
Managing all the elements of your wealth can be overwhelming from income and cash flow to savings and investments, tax and retirement planning, charitable giving, legacy, and estate planning. Our team of financial professionals are here to walk with you and offer guidance on the appropriate options for your specific situation. Wealth Management services include:
Our team surrounds you in your wealth planning and creates a customized plan for all the complexities of your financial life.
Going through a life transition can impact all areas of life: finances, relationships, career, emotional, physical, and mental health, as well as the practical areas of life.
Our wealth-care model is a comprehensive approach that takes into account the full picture. We guide you through your wealth decisions while caring for you and what you need in the process.
Our wealth-care model brings together your goals, values, and purpose to create your overall wealth vision. You will come back to this vision to track progress with what is important to you.
Our complimentary 30-minute wealth assessment identifies your needs and how our services can help you.
A 90-minute deep dive into your current financial status, including all elements of your wealth.
We walk you through a financial plan and implementation. Strategy sessions are scheduled.
Our team surrounds you in your wealth planning and creates a customized plan for all the complexities of your financial life.
Women are leaving legacies with their wealth.
When you believe you are worthy of wealth, you become a dynamic force in your family, community, and world.
Ensure all the pieces of your wealth vision are in place to keep you on track today and into the future.
Establish investments, insurance and estate planning so you are prepared for your future financially.
Pass your wealth onto future generations while leaving an impact on your family and community.
Our team is ready to give you the support you need.
The material on this website was created for educational and informational purposes only and is not intended as tax, legal or investment advice. Please consult with your attorney, tax, or financial professional for guidance on your specific situation. LPL Financial does not provide tax or legal advice.
Securities and Investment Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Financial planning is offered through Forethought Planning, a Registered Investment Advisor. Forethought Planning and LPL Financial are separate entities.
Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issues for non-financial reasons, and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
