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Financial Planning

Financial planning services are at the core of the services many independent financial advisors offer their clients. Planning services encompass the disciplines of tax efficient wealth accumulation, protection, distribution and transfer to the next generation. At LPL Financial, our advisors benefit from sophisticated strategy development and case analysis expertise to assist in working more effectively with clients’ CPAs and attorneys.

Extensive Financial Planning Services and Support

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
  • 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:

  • Philanthropic planning
  • Estate planning
  • Tax planning
  • Retirement planning
  • Business planning
  • Special legislative alerts

LPL Financial advisors benefit from workshops, symposiums and more:

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