We offer a full range of investment and financial services and have access to a wide array of solutions. As an independent firm, we are committed to offering complete objectivity and professional advice. We strive to build long-lasting relationships with our clients, offering education and guidance.
Find out why it's important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes. This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it. This article explains the four stages of Part D prescription drug coverage and how prices can vary in the coverage gap.
Find out why it's important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes. This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it. This article explains the four stages of Part D prescription drug coverage and how prices can vary in the coverage gap.
Services
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We work hard to know and understand your financial situation. That is why we strive to provide you with access to only the highest quality information, services and products to help you pursue your goals.
When developing a customized financial program that fits your needs and goals, we will walk you through a step-by-step process that inspires confidence in your decisions. Once you have established your goals, we will customize appropriate strategies to suit your goals and objectives. Using a varietyof investment products and services, we can help you execute a sound financial program.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Jeffrey S. Graunke and Brian J. Hentz, the founders, have a combined 40 years of experience working with clients locally in central Florida as well as 31 other states. Jeffrey and Brian each hold a professional designation, and as fiduciaries can provide financial planning advice. Both are also qualified representatives licensed to implement a variety of investment and insurance products for clients.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
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