835 Glen Crest Drive,
Our mission is to help clients work toward financial independence by taking time to determine their goals, objectives, time horizon, and risk tolerance so they can make prudent financial decisions for their future. As their trusted and knowledgeable advisor, we aim to build long-term relationships that further this aim through education, training, integrity and outstanding client service.
Our goal is to effectively assist you in managing “Your Family Financial Affairs.”
We work closely with our clients, especially in these difficult times to help plan their retirement and seek to preserve their capital. Our process is thorough but very straight forward.....Our goal: to effectively assist you in managing "Your Family Financial Affairs".
We will schedule a visit with you in person at our office or your home, to discuss your situation and determine if there is a good fit between your needs and the services we provide. Assuming we both agree there is a fit we will outline the next steps, if not we shake hands and part friends!
One question we always ask, "What would we do if we were in your position?"
We will schedule a meeting, where we share proven financial principles to educate you on the fundamental principles of successful personal financial management. We also gather data, which permits us to identify areas of possible improvement to your financial situation, identify and define your life goals.
When we meet for our next appointment, we help you to set financial objectives and show you how to reach them. As the old cliche so accurately states, "fail to plan, plan to fail," meaning that we must establish set goals to experience financial success in life.
These generally are:
Sufficient cash flow is, of course, needed for saving and living, so we'll help you to identify needed funding resources by:
In areas where we are not specialists, IFM can consult with your financial professionals, attorneys and accountants when completing your financial plan
We carefully consider and research your situation so as to tailor-fit our recommendations to your needs and finalize your plan.
Implement agreed upon plan recommendations , and strategies to assist you in managing your life goals
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. For more information about LPL Financial, visit www.lpl.com.
We offer commission based services, but for clients that prefer an advisory relationship, we are paid on a fee basis. Our fees are based on Assets under management and are fair and competitive-they vary depending on the scope of the work we perform for our clients We essentially charge one fee -we do not have extra charges for the plan we put together, nor are there additional fees for periodic meetings, updates or financial guidance. I address these specifically when I understand exactly the scope of work I am going to be doing for my client.
Please see the "Our Team" page.
Please see "What we do" - Outlining in detail what our plan entails.
Yes that is correct - we would do an professional review of your account - at no charge to you.
As noted on - "About us" - Covers all that we do. Our experienced professionals is in the area of planning, along with developing and managing the client's portfolio.
Please see- "Our Process"
As noted on - "Our Process" we are very specific - see middle of page and please review "Our Client Profiles".
We are independent so we have an open architect and have NO proprietary products and no financial incentives - Our focus is on mutual funds/ETFs and alternative products where appropriate.
We are registered representatives of, and offer securities and advisory services through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For more information about LPL Financial, visit www.lpl.com."