Client Benefits


Client Services
Regular client review meetings (in person or web conferencing)
Dedicated client support representative
Wealthvision online account consolidation & document vault
InfoArmor (identity theft protection) service
Advisor & LPL newsletters via email
Tax cost basis research
Evaluation of outside financial/investment accounts

Independent trustee / trust services*

Consultations with client’s tax and legal professionals

Group presentations and social events

Financial Planning Access
Financial foundation (budgeting, cash reserves, debt reduction, savings)
Retirement income analysis & planning
Employer 401k and benefit plan analysis
Social Security benefits analysis and optimization
IRA distribution management
Trust & estate planning
Charitable gift planning
Revocable and irrevocable trust strategies
College funding planning (children/grandchildren)
Long-term care planning; elder care planning (parents)
Insurance coverage evaluations
Mortgage & banking analysis
State-specific planning (tax, estate and marital rights planning strategies)
Multi-generational family financial planning
Client Portfolio Management
Integration with financial planning services
Asset allocation & diversification analysis
Investment research & selection
Risk management strategies
Client account monitoring and active management
Client-specific moral/social investment criteria
Tax-aware investment management; tax-loss harvesting
Account asset management strategies
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.