Whether you are in the accumulation stage of life or the distribution stage of life, our clients are so much more than numbers on a balance sheet. They are real people with real questions and real goals. Each one unique and different. That's why at True Blue Financial, we are committed to understanding you and your financial life before making any recommendations.
Our complimentary consultation begins with a conversation designed to unlock a relationship first. We listen closely and take the time to understand your complete financial picture, without pressure to make any decisions. In other words, we want to get to know the dreamer before we try to work toward realizing the dream.
Our complimentary consultation begins with a conversation designed to unlock a relationship first. We listen closely and take the time to understand your complete financial picture, without pressure to make any decisions. In other words, we want to get to know the dreamer before we try to work toward realizing the dream.
Services
As you get older, your financial goals - and options - get more complicated. Life events often change your plans, your aspirations, and your financial situation. You need a skilled and experienced partner who can guide you through the intricacies of investing and financial planning through every stage of life.
Before entering into a relationship with any financial planner, you should have a clear understanding of all fees and expenses. We are not afraid to talk about compensation. We want you to understand exactly what you are paying for and how. Everyone needs or wants a different type of relationship with a different mix of products and services, so we want to find the right structure for your unique 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.
We can help you understand and select suitable investments, structure a comprehensive investment plan, and help make sure your portfolio stays on course. Let us help you determine which mix of products are the most appropriate for your goals, risk tolerance and time horizon. With a good strategy and a financial professional at your side, you will have a strong partner to help you work toward your wealth management goals.
Whether you're leaving your job to pursue other opportunities or on the wrong side of the economic downturn, the transition can be a stressful experience. Research shows that the average American employee switches jobs 12.3 times before retiring. Job changes can mean that many Americans have old 401(k) plans, which may not be allocated properly to help them prepare for retirement.
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