Financial Planning

Financial planning is often central to the services you provide to investors. Enhance and expand your financial planning capabilities by teaming up with LPL Financial’s consultants to make the most of sophisticated research, tools, and training.

Enhance Your Financial Planning Services

When you choose LPL, you gain direct access to advanced marketing and operational resources that help you deliver professional, customized plans to investors. Our Financial Planning team works closely with you to design cases that enable you to present clients with tailored solutions. You also have access to specialists in other areas such as trusts and estate planning. We offer:

  • Fee-based financial planning through the LPL RIA
  • In-house financial planning expertise
  • Financial planning software
  • An hourly consulting program that allows you to provide advice to clients without working up a full financial plan

Keeping Advisors Up to Date
Together with up-to-the-minute news and analysis, LPL offers marketing materials, articles and training opportunities that bring complex topics into focus.

Financial Planning Software
WealthVisionTM powered by eMoneyTM is a powerful, web-based wealth-planning tool that offers account aggregation, modular and comprehensive financial planning, a client website, and an online storage facility that helps clients keep track of valuable documents. WealthVision includes features and functions that integrate financial planning and wealth management to enable more complete planning and better service for clients.