We specialize in delivering high quality, high touch, wealth management services to a select group of successful individuals, families and business owners. Getting to know you and what is important to you is why we enjoy working with our clients. 2. Generate the necessary income to sustain the lifestyle you deserve now and in retirement.
LPL Financial takes on a limited number of clients, so we are able to offer individualized service and a hands-on approach with the benefit of the fifth largest financial firm in the nation behind us, resulting in the best of both worlds. The diverse staff boasts a combined 80 years of experience, giving us the broad-based expertise to tackle all of your financial needs.
LPL Financial takes on a limited number of clients, so we are able to offer individualized service and a hands-on approach with the benefit of the fifth largest financial firm in the nation behind us, resulting in the best of both worlds. The diverse staff boasts a combined 80 years of experience, giving us the broad-based expertise to tackle all of your financial needs.
Services
LPL Financial specializes in delivering high-quality, personalized wealth management services to a small group of successful individuals, families and business owners. We provide a family wealth management approach that includes everything from investment management and financial planning by an experienced Certified Financial Planner to retirement planning and advice on long term care.
This diverse group boasts a combined 80 years of experience, giving us the expertise and a broad base of knowledge to tackle all of your financial needs. Check the background of investment professionals associated with this site on FINRA's BrokerCheck. A Nashville native, John has four decades of experience in the field, building a clientele that in some cases spans 35 years.
The LPL Financial team is here to help you focus on current financial needs and to prepare for what may be coming down the road. It's our business to know what's coming next, to look at life-changing events and ongoing needs. We help you find the right approach -- at every stage in your life. By keeping up with what's available in the industry, as well as changing laws and regulations, we update your portfolio to match your objectives.
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