We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Series 7, 63, & 65 licenses. Jeff graduated from John Brown University & has over 20 years of financial planning experience. His goal is to work one-on-one with each client to develop a plan and implement each stage of the plan. Series 7 and 63 licenses - Vance has been a SmartVestor Pro with Dave Ramsey since 2011 and is the longest serving SmartVestor Pro in the Northwest Arkansas area.
Series 7, 63, & 65 licenses. Jeff graduated from John Brown University & has over 20 years of financial planning experience. His goal is to work one-on-one with each client to develop a plan and implement each stage of the plan. Series 7 and 63 licenses - Vance has been a SmartVestor Pro with Dave Ramsey since 2011 and is the longest serving SmartVestor Pro in the Northwest Arkansas area.
Services
We start with a fact finder meeting. This is where we collect your goals, objectives, and financial information. We understand it is often difficult for people to share their personal financial information, but it is important that we have your entire financial picture so that we can make solid financial recommendations for your specific situation.
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.
As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here's the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration.
Fortune 500 ranks U.S. companies based on a review of the prior year's total revenue and factors such as profits after taxes, year-end assets and total stockholders' equity. Sustainable investing is investing with the intention of generating a positive ESG impact alongside a financial return. LPL supports the growth and development of sustainable investing practices by providing education, insights, research, and solutions.
If you're like most plan sponsors, you have many demanding challenges competing for your attention. LPL representatives work with retirement plans every day, and they will help save you time and effort. LPL representatives bring the experience and tools that deliver value, help seek to improve participant outcomes, and help manage your fiduciary risks.
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