Financial Planning Tools, Financial Profiles

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Home > Programs and Services > Financial Planning > Financial Planning Tools

Financial Planning Tools

Our industry-leading financial planning tools enable advisors to offer their clients a comprehensive approach to financial planning. Financial advisors are able to develop and implement plans according to each client's specific goals, including:

Retirement planning (wealth building)
Retirement income planning
Estate planning
Education planning
Large-purchase planning
Insurance (Life, Disability, LTC)
Tax Planning

Providing financial planning services under the LPL Financial Registered Investment Advisor allows LPL Financial advisors to charge a fee for services while enjoying planning assistance and review by the LPL Financial Planning Group.

LPL Financial offers advisors a choice among financial planning programs and software, including:

WealthVision^SM, powered by eMoney
LPL Financial-recommended financial planning software.

Finance Logix
The Finance Logix platform is a collection of client facing financial planning tools that emphasizes client acquisition and retention through education and graphical representation of planning scenarios.

AdviceAmerica
AdviceAmerica’s AdvisorVision system is a comprehensive financial planning software and asset management tool designed to provide value-added advice and product specific recommendations.

Profiles
Whether your clients need personal financial planning or investment advice, Profiles helps you serve your customers more efficiently.

NaviPlan
Naviplan (NP) is a cash-flow based financial planning tool designed to be used on complex high-net-worth cases.

Collegiate Funding Solutions
Collegiate Funding Solutions (CFS) is a leading provider of integrated, web-based college funding solutions and college planning software for financial services professionals and financial institutions.

Hourly Consulting Program
The LPL Financial hourly consulting program can be a valuable tool for streamlined planning needs.

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Boston : 1 Beacon Street, 22nd Floor, Boston, MA 02108-3106
Charlotte : 2810 Coliseum Centre Drive, 4th Floor, Charlotte, NC 28217-1468
San Diego : 9785 Towne Centre Drive, San Diego, CA 92121-1968

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