Advisor Service Center (800) 877-7210
Contact Recruitment (888) 250-2420

Home > Programs & Services > Financial Planning > Financial Planning Tools

Financial Planning Tools

Our industry-leading 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 clients’ specific goals, including:
  • Retirement planning (wealth building)
  • Retirement income planning
  • Estate planning
  • Education planning
  • Large-purchase planning

Providing financial 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 LPL Financial Planning Group.

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

WealthVisionSM, powered by eMoney
LPL Financial-recommended financial planning software.

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

MoneyTree
MoneyTree offers three different software packages as well as a Total Planning System to meet a range of financial planning needs.

MoneyGuide Pro
MoneyGuide Pro is an Internet-based financial planning program developed for the “real world” that provides sophisticated analyses and meaningful results without sacrificing ease-of-use.

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

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