Client Benefits
Client Services |
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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 |
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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 |
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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. |