Picture this…

A few weeks from now after working with a like-minded financial planner you can have clear picture of what’s going on with all your money and how that supports your goals.

So you’re probably wondering how this works?

But before we get into our process have you checked out our free financial freedom plan?

You can think of it an appetizer to our full planning experience.

th-2992801334


Now that you’ve finished the sampler you probably want to make sure we get along and I can actually help you?
I would feel the same way. Click here to book your 30 minute call.

Assuming all goes well there, we’ll put together a proposal for you to sleep on.
So you can talk to your business partner, significant other, mom, dad or whoever is your sounding board. 
Then we get to work. 

It’s really that simple.

What Are We Going to Cover?

  • Develop Net Worth Statement
  • Identify Short- & Long- term Savings Goals
  • Create Personalized Savings Strategy
  • Develop Retirement Vision & Goals
  • Income Planning
  • Planning for Healthcare
  • Assess Appetite for Risk
  • Analyze Current Portfolio
  • Create Asset Allocation Strategy
  • Establish Tax Efficient Savings Plan
  • Seek to Maximize Tax-Free Gifts
  • Assess Affordability & Funding Options
  • Review Tax Return
  • Analyze Tax Efficiency of Investments
  • Seek to Optimize Tax Opportunities
  • Review Insurance Policies
  • Assess Coverage for Life and Long-Term Care
  • Develop Strategies to Manage Risk
  • Organize & Review Estate Documents
  • Asset Titling Planning
  • Assist with Charitable Giving
  • Develop Family Mission & Values
  • Create Impact Goals & Priorities
  • Fund Charitable Strategies
Not quite ready for the whole enchilada? Check out our Tax Return Review.

Securities and Advisory Services Offered Through LPL Financial. A Registered Investment Advisor.

Member FINRA/SIPC. 

Check the background of your financial professional on FINRA’S BrokerCheck. 

Asset allocation does not ensure a profit or protect against a loss. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. 

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, IN, NC, PA, TN, TX, VA. 

The opinions expressed do not necessarily reflect the views of LPL Financial.

Contact Info:

Email: roxanne@lbrtyfnc.com

Phone No.: 865.297.3650