Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. 2 things are needed for retirement. Having enough Purpose to wake up in the morning, and having enough money to sleep at night. Money will help you fund a Purpose, but it will never help you find a Purpose.
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Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. As financial professionals, we are committed to helping people just like you create solutions for their retirement assets.
We offer comprehensive advice on all financial and wealth management needs, as well as helping our clients understand their goals, develop a financial plan, and work with them to better realize their true purpose and how their money fits in as a part of that. 4:8 Financial was founded on the principle of always doing the right thing.
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.
We have structured 4:8 Financial as an independent firm focused on Purpose Centered Financial Planning. We find that this is the best way to provide clients advice that is objective and purposeful. By utilizing financial planning and wealth management solutions, Purpose Centered Financial Planning guides clients through a series of questions and self-discovery to determine and live out their true purposes.
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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Dec 14, 2020
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