NaviPlan Premium

A solution for everything from simple insurance and goal-funding requirements to ultra-high-net-worth comprehensive plans -- available online to every advisor at your firm with NaviPlan^® Premium.

• Drive deeper, more productive initial meetings with an interactive, customized Presentation Module
• Accommodate detailed tax and advanced financial planning needs with unrivaled scale and  flexibility
• Access anywhere with secure Web hosting
• Quickly model simple insurance and goal-funding requirements with Profiles Forecaster add-on

LPL Financial offers discounted pricing for NaviPlan financial planning solutions.

Corporate Offices
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  

 

©  LPL Financial - All Rights Reserved | A Registered Investment Advisor, Member FINRA/SIPC