LPL Paraplanning Services for Advisors

Launch, enhance, or scale your financial planning practice through consultation and plan production by a team of planning professionals at LPL Financial.

Take your financial planning to the next level

As a financial advisor, you’re already providing tailored advice to your clients. But what if you could offer even deeper, more personalized financial guidance — without taking on more work or increasing your payroll?

That’s where LPL Business Solution’s Paraplanning Services comes in. Our experienced professionals can help you build, enhance, or expand your financial planning practice, providing a holistic approach to financial advice.

Watch Video: Learn what advisors have to say about LPL's Paraplanning Services and what it has to offer.

"The paraplanning team has almost been an external part of my team. It's added incremental revenue to my practice, and it's really deepened the relationships that I have with my clients."

Gretchen Meyer

Gretchen Meyer Financial

Key Benefits of Paraplanning Services

Save time

Our planners collect and input data accurately and efficiently, reducing plan creation time.

Customize plans

Plans are created using your choice of software tools from four integrated options.

Tailor advice

Plans include an LPL-generated summary of recommendations that match your philosophies and your clients’ goals.

Improve interactions

Your plan manager will meet with you to review the plan and highlight actionable insights and recommendations to ensure a successful client presentation.

Ready to learn more?

Get more info on Paraplanning Services, and other exclusive programs and services at LPL Financial, which can help you achieve your vision of success. LPL’s representatives are ready to answer your questions.

Get in Touch

Additional Solutions

High-Net-Worth Services

Broaden your expertise to attract and retain affluent clients with personalized support from an experienced team of professionals at LPL, including planning and investment specialists.

Learn more

Tax Planning Services

Enlist a team of CPAs and tax attorneys who enable you to deliver customized tax plans that differentiate your financial practice and elevate the value you provide to your clients.

Learn more

Partial Book Sales

Whether in strategic growth mode or evolving your niche, Partial Book Sales helps you create capacity to regain focus on what matters most to you.

Learn more

Paraplanning FAQs

How does it work?

You subscribe to Paraplanning Services according to our fee schedule. Your subscription includes the services of both a designated Plan Manager and a team of Plan Associates. The Plan Manager serves as your personal planning partner and works to understand your planning philosophies and identify strategies that align with your clients’ goals. The Plan Manager then partners with a Plan Associate, who is responsible for data entry, analysis creation, and defining opportunities. The Plan Manager oversees the quality and accuracy of the plan delivery.

You receive a full plan as generated by the financial planning software, which you can access, maintain, and adjust in future planning discussions with your client. You also receive an LPL Financial Plan Summary recapping client goals and assumptions, key highlights, observations, and action items.

The Paraplanning team acts as an extension of your services. We remain in the background unless otherwise indicated in the type of plan you request.

Paraplanning Services supports eMoney, WealthVision, Right Capital, and MoneyGuidePro.

Disclosures

The views and opinions expressed by LPL Financial Advisor(s) may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

For financial professional use only.