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
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Taxrelated services offered through Karen Freeman, CPA LLC., a separate legal entity, not affiliated with LPL Financial. LPLFinancial does not offer tax advice or tax related services.The information contained in this e-mail message is being transmitted to and is intended for the use of only theindividual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advisedthat any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message inerror, please immediately delete.