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Financial Planning

Planning services encompass the disciplines of wealth transfer and financial planning. LPL Financial advisors benefit from sophisticated strategy development and case analysis expertise to assist in working more effectively with clients’ CPAs and attorneys on estate and financial planning solutions.

Our financial planning specialists are experienced in all facets of financial and estate planning, providing you direct access to advanced marketing capabilities, legislative reference materials, and the technology required to deliver professional plans to your clients:

  • Fee-based financial planning through our RIA
  • Planning expertise on staff
  • State-of-the-art financial planning software
  • Hourly consulting program

LPL Financial advisors receive timely and ongoing news, information, developments and analysis on these and other key topics:

  • Retirement income planning
  • Trust and estate planning
  • Federal and Gift Tax Credit updates

The LPL Financial advisor tool-box contains topical marketing materials and articles that bring complex topics into clear focus, including:

  • Qualified Personal Residence Trust
  • Spousal Support Irrevocable Life Insurance Trusts
  • The Dynasty Trust
  • The Intentionally Defective Irrevocable Trust (IDITs)
  • The Power of Permanent Insurance (A "Term vs. Permanent" Comparison)
  • States Facing Budget Deficits, Decouple from Federal Estate Tax Cuts

LPL Financial eases your compliance burden and facilitates the collection of pertinent client information with fact finders and worksheets, including:

  • Federal Estate Tax Calculation Worksheet
  • Federal Gift Tax Calculation Worksheet

Benefit from workshops, symposiums and more:

  • Invitations to Symposiums
  • Participation in advisory and training conference calls
  • Training workshops