THE 
DIFFERENTIATORS
Financial Planning
- Cash flow and Income Analysis
- Financial Organization and Oversight
- Ongoing Monitoring and Oversight
Investment Management
- Truncate the Tail® Strategies (Stock market crash management strategies)
- Biotechnology Investing Expertise
- Concentrated Stock Strategies
- Portfolio Optimization
- Smart Roth® IRA Optimization (Get the most out of your tax-free growth vehicle)
- Stock Market Screening (12,000 U.S. companies and funds)
- Buy Low/Sell High Mentality
- Fight Path Dynamics® (Market &company analysis)
- Personal Period of Return®
Stock Market History And Research
- Market History and Financial Marketing Materials Study
- Are you Over-Diversified?
- Misinformation Risk®
- The 8 Major Financial Company Marketing Myths Uncovered
- Truncate the Tail®
* Tax and legal services are not offered by LPL Financial or affiliated advisors.
TYPICAL SERVICES
Financial Planning
- Goal Planning
Investment Management
- Bloomberg Research Via Terminal Access
- Investment Analysis
- Asset Management Strategies
- Asset Allocation
- Diversification
- Tax-Aware Investing
- Stocks, Mutual Funds, Bonds and Alternative Investments
Retirement Planning
- Retirement Income Planning
- 401(k) and Pension Plan Review
- 401(k)/403(b)/IRA rollovers
- Beneficiary Review
Tax Strategies
- Tax-efficient Investment Strategies
- Coordination of tax planning strategies with your CPA or tax advisor
Business Planning
- Small Business Retirement Plan
- Cash-flow Management
Estate and Legacy Planning
- Estate Planning Document(s) Review
- Wealth Transfer Strategies
- Beneficiary Review
Rates Are Low!
Can Higher Growth Replace Income? Is that Potentially Possible?
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