Comprehensive Financial Planning

In today’s fast-changing financial landscape you need to ensure your financial planning and wealth management is as effective as possible.

Are your assets in the most productive place?
Is your trust and estate plan current?
Are you meeting your financial goals?
Is your retirement plan on track?

Addressing the Challenge

Like most successful people, you continually strive to make smart decisions that have put you here you are today. Financial success has brought you many things, including the responsibility of managing it. The fact is, the more wealth you have, the more time and knowledge it takes to protect it. So you turn to financial specialists for advice on the issues that revolve around you and the wealth they help you manage. Since most advisors offer services independent of each another, it's up to you to sort out all their ideas and recommendations. As your wealth grows, life doesn't get simpler, it gets more complex.

An Integrated Solution

WealthVisionSM is designed to consolidate all of your accounts, assets and information into one secure location, making your personal financial life easier. In your personal financial homepage, you can view everything about your financial and estate plan in one place. All your information is password protected in a secure, encrypted personal web address, accessible only to you and your advisors. Every night, the system automatically updates your balances to reflect the values provided by your financial institutions. Your updated assets are integrated into various reports so that you can monitor their progress in reference to your overall financial objectives. Powerful analysis engines allow WealthVision to track changes in your assets, and changes in your life, against your overall asset allocation, retirement and cash flow models, insurance programs and the financial and estate plans that you initially put in place.

Safeguard Important Documents

Copies of your private documents, such as wills, trusts, tax returns, deeds to your house, insurance policies and beneficiary designations can be uploaded to a secure online depository,
safely encrypted but instantly available from anywhere. Your top holdings are listed on your
Home Page, easily accessible, along with your frequent flier miles and award programs.

Monitor Your Financial Life

You can monitor the price fluctuations of your securities throughout the day by clicking on The Security Watch List. The latest financial news is also provided with snapshots of funds and stocks, market summary information and the market indices. You can even collaborate with multiple advisors from different locations at the same time. Your financial advisor can give other trusted advisors, such as lawyers and accountants, access to designated areas of your Personal Financial Home Page if you desire. This interactive collaboration approach focuses the team on your financial future. The system automatically alerts your financial advisor if it detects a problem or an opportunity, like your asset allocation being out of balance or a significant change in your account values. You and your advisors will always be aware of your financial status, no matter where you are.

Please select a link to see how the process can help you.

Attorneys  
Business Owners  
Clients  
Executives  
General Financial Planning   
Physicians  
Women 
 

Financial Planning offered through LPL Financial