Let Us Do the Work
No matter your needs or goals — retirement, wealth accumulation or estate planning — our Financial Consultants can get you started on the right track. We focus on understanding your goals, time horizon and risk tolerance, and then build an asset allocation* strategy and investment plan tailored to you. It's your money and we want to make sure it works its hardest for you. Here's what you can expect:
- Planning based on a personal, ongoing relationship with one of our Financial Consultants
- Free initial consultation with a Financial Consultant
- A personalized financial plan just for you
- Help managing your portfolio and making buy, sell and hold decisions
- Loan amounts to $25,000
- A broad product diversification to help manage risk and pursue growth
*Asset allocation does not ensure a profit or protect against a loss.
Check the background of this firm on FINRA's BrokerCheck
Financial Consultants are registered with and securities are offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its affiliates. Financial Partners Credit Union and Financial Partners Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: CA. **Source: PBS.org.