Our services
We provide a wide range of professional services to meet your needs. We promise to provide every service with a smile, and to your highest level of satisfaction.
Your First Visit
During your first visit, we want to get to know you. We want to know your goals, your aspirations and your dreams for your family. We want to establish and share expectations of what we do as a firm and share our core values--values central to the way we work with our clients and how we service them. This initial time together should give us a good grasp of how we, as a firm, can help you pursue your financial goals and work towards your financial vision. With mutual agreement, we will move forward as a team in becoming your new financial advisor.
Your Financial Life
During this phase, we will look at every aspect of your financial life. Our analysis assesses Strengths, Weaknesses, Opportunities and Threats (S.W.O.T.). From your cash flow and management, estate plan, accumulation of assets, portfolios, investment strategies, preservation planning and all of your insurances, we will figure out your strengths, weaknesses and opportunities in each area. Upon completion of our analysis, we will provide you with personalized feedback and recommendations to help you pursue your goals.
The Starting Point
We meet with our clients on a quarterly basis and review their goals, objectives and investments to make sure that they are still on track. As part of each meeting, we will give you financial education in order to strive to increase your financial IQ. Managing your financial IQ is just as important as us talking about a new strategy or how we can get your son or daughter to save money. We are going to help you. We monitor your goals and objectives through our technology, and we are always available via one-on-one phone calls, teleconference or video conference.
Goals Review
We meet with our clients on a quarterly basis and review their goals, objectives and investments to make sure that they are still on track. As part of each meeting, we will give you financial education in order to strive to increase your financial IQ. Managing your financial IQ is just as important as us talking about a new strategy or how we can get your son or daughter to save money. We are going to help you. We monitor your goals and objectives through our technology, and we are always available via one-on-one phone calls, teleconference or video conference.
Who We Work With
Professionals
We help sales, legal, and medical professionals by addressing the following issues:
- Asset Preservation
- Retirement Planning
- Business Succession Planning
- Comprehensive Financial Planning
Executives
We help executives manage the following:
- Concentrated Stock Positions
- Retirement and Benefit Planning
- Employee Stock Options
- Comprehensive Financial Planning
Business Owners
We work with business owners in the following areas:
- Exit Strategies
- Employee Retention
- Cash Management
- Comprehensive Financial Planning
Athletes*
We help athletes with the following:
- Asset Management
- Retirement Planning
- Estate and Trust Planning
- Insurance
- Comprehensive Financial Planning
*Jamie Grant is certified to work with players of the National Basketball Players Association as a financial planner.
About LPL Financial
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best—help their clients attain their financial goals and fulfill their dreams.
With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:
- Enabling technology
- Comprehensive clearing and compliance services
- Practice management programs and training
- Independent research
LPL Financial understands that providing Americans with objective investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly objective advice and investment recommendations.
Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.
For more information about LPL Financial, visit www.lpl.com
* As reported in Financial Planning magazine June 1996-2016, based on total revenues..
