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Financial Planning

Financial planning is one of the most valuable services you can provide to your investors, and LPL offers research, tools, and training to make you an expert. Expand your service offerings by teaming up with an LPL consultant who will show you how make the most of these extensive resources.

Enhance your financial planning services

When you choose LPL, you get direct access to advanced marketing and other resources to help you deliver professional, customized plans to your investors. Our Financial Planning team can work closely with you to design tailored strategies to address the needs of each client. You also get 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
  • A consulting program that lets you provide advice to clients without working up a full financial plan

Keeping you up to date

Along with up-to-the-minute news and analysis, LPL offers marketing materials, articles and training opportunities that bring complex topics of interest to advisors into focus.

Financial planning software

WealthVision powered by eMoney 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 to help clients keep track of valuable documents. WealthVision includes features and functions that integrate financial planning and wealth management to allow for more complete planning and better service for clients.