Benefits of the Hourly Consulting ProgramThe more you are able tp understand and manage your wealth, the more prepared you are to achieve your goals and dreams. But managing your financial future is a complex process that involves careful consideration of your short and long-term goals. The Hourly Consulting Program through LPL Financial provides a great method to ensure that your chosen path becomes the focus of your financial strategy.
Hourly consulting services include specific financial problem-solving and consulting in areas that are somewhat different than the services offered through traditional, comprehensive financial planning. As evidenced by the range of the following services, there are many potential situations in which we can provide valuable, targeted services. The cost for hourly consulting are based upon an hourly rate, which is fully disclosed in a written engagement agreement. You get essential financial guidance is those areas that are most important to you:
Many investors have assets in company retirementplans, as well as at LPL Financial. We can provide youwith a comprehensive view of your asset allocationsto help you better plan your long-term goals.
Addressing specific concerns in a focused mannercan clear the path for greater progress. We canhelp you implement a strategy for one or two coregoals and track your progress, making necessaryadjustments as needed.
Receive professional advice on a variety of topics,including succession planning, entity planning,retirement plan evaluation and cash management.We can provide valuable advice for navigatingthese areas
There are a variety of savings vehicles specificallytailored for education that can help you worktoward your funding goals, including 529 plans andCoverdell Education Savings Accounts. By startinga disciplined savings plan now, you will be in aposition to address your child’s education needs inthe future.
We can help beneficiaries set up estate accounts,determine date of death values and handle assettransfers on behalf of beneficiaries. When yourfamily is meeting the challenges that accompanythe loss of a loved one, we can relieve your stressby assisting with your family’s financial matters.
Investors often find that they have incomplete costbasis records of the assets they own due to longtermbuy and hold strategies, generational stocktransfers, mergers, acquisitions or stock splits. Asa result, arriving at an accurate cost can be difficult.We have access to a securities pricing databasethat can be used to track down historical pricesof many individual securities on any given daythroughout the past decades.
There is no assurance that the hourly consulting program will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risk including possible loss of principal.