Holistic Financial Planning
The #1 Independent Broker / Dealer in the United States. Home Offices in Austin, Boston, Fort Mill, and San Diego.
(Reported by Financial Planning Magazine, 1996-2023, based on total revenue)
Powered by LPL Financial, a juggernaut in the wealth management industry, we offer a variety of services to balance the intersecting segments of your financial planning timeline. Holistic Financial Planning requires looking at the entire set of variables across short term and long term timelines, and mapping how they affect the goals that are most important to our clients and their families. Each of these issues is interrelated and acts like a balancing scale, meaning an adjustment to one issue affects the others. Please consider the services we provide below and determine your specific needs:
Menu of Services
Investments*
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Advisory Services
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Bonds
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Common Stock
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Traditional& Roth IRA's
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SEP & SIMPLE IRA's
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Brokerage Accounts
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Treasury Bills, Notes & Government Securities
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Annuities
Financial Services
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Retirement Plans*
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Tax Plans401(k) & 403(b) Plans*
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College Savings Plans*
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Estate Plans
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Money Purchase Plans*
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Profit Sharing Plans*
Insurance Services
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Disability Income Insurance
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Term Life Insurance
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Permanent Life Insurance
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Long-Term Care Insurance
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Key Man Life Insurance
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Group Insurance
