This is your life: Ages & $tages.

Where are you in life and what does that mean for your financial plan?

There is a time to work, a time to relax, a time for joy, a time to help others, and a time to be helped by others. We all experience predictable, natural life stages, times when we’re naturally inclined to do, think, and perceive our lives in a specific way. Knowing your nature is part of knowing how to use your money to craft your best life, but understanding your life stage is, too.

Our blog this week is actually a vlog, a short video we created to show you all the life stages, what’s important when, and the true possibility of the human lifespan if we take good care of ourselves. We hope this will help you enjoy your life, every step of the way.

Your financial nature has everything to do with greater health and wealth.

It truly is all about you.

And you are exactly right. Your nature is the key to greater wealth & better health.

Find your nature here.

We believe passionately that you have all the talents and strengths you need to create the life you want, and we’re dedicated to help you transform your money into an empowering, creative tool. There are 7 distinct human natures, each having their own set of strengths and challenges, their own interpretations of words, their own perspectives, and their own traps. Because there are 7 human natures, self-help experts, including personal finance “gurus”, often fall short: they are unconsciously speaking to those who share their natures leaving those who don’t unable to understand, apply, and integrate well-intended advice.

If you know your nature you have the context within which your thoughts, beliefs, actions, and patterns make sense. Tips, strategies, and advice of any kind are more easily and appropriately understood, applied, and integrated because you know who you are. It is possible to take what you need and leave the rest without suffering another failed diet, exercise regimen, relationship plan, or financial strategy.

In just seven questions we’ve created a way for you to name your nature, learn more about it, and begin to filter your experiences through it. Our aim is for this information to give you a healthier, clearer perspective of yourself, your many opportunities financial and otherwise, and the world around you. Just click the image.

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Financial Evolution     The 7 Natures     Your Financial Level     Your Financial State     Your Financial Evolution

 

Disclosures: The opinions voiced in this material are for general information only and are not intended to provide specific advise or recommendations for any individual. They do not necessarily reflect the views of LPL Financial.

Wealth management tools.

Building Wealth: Best In Class Tools for your Financial Evolution

Earn your success based on service to others, not at the expense of others.

~H. Jackson Brown, Jr.

Our goal for you is to help you feel confident in your financial plan, to be supported through your financial evolution, and to be motivated and empowered by your money and how you use it. Our role is to understand the financial system, interpret it for you free of hype and misinformation, and to make recommendations based on your best interests. We help you become aware of your blind-spots inherent to your nature so that you are able to pursue building wealth for the long-term, and for every phase of your financial journey we have available services and products to help you evolve. These are the nuts and bolts, our top-tier tools:

Planning Services

Estate Planning: We offer all levels of Estate Planning, from the most basic plans to attaching a trust to an estate, estate tax planning, and legacy planning.

Income Tax Planning: We help help you and your tax advisor  by bringing clarity to your necessary forms and statements as well as help you minimize your taxes through leveraging other aspects of your financial strategy.

Protection Planning: This includes prioritizing your insurance needs and finding the most appropriate plans and products for you.

Financial Position Analysis: There are times when you may need to know your exact financial position, like when applying for a mortgage, but don’t have information compiled in a way that shines the light on the best aspects. We help you create a complete financial picture which allows you to evaluate yourself before anyone else.

Investment Planning: This is more than determining what to invest in; investment planning takes into consideration how you should be invested and what to do with investment income. Your investment plan is influenced by your beliefs and value system as well as your overall financial vision.

Retirement Planning: Our goal for you is financial independence, and your plan begins with understanding how you live now, how you want to live with your money later, and your definition of financial independence. The following are the tools we have available:

  • 401K
  • 403B
  • Defined Benefit Plan
  • Roth IRA
  • SEP
  • Simple IRA
  • Traditional IRA

To help you pursue your next financial state we offer an array of financial products:

  • Annuities
  • ETF
  • Stocks & Bonds
  • 529 Plan
  • Mutual Funds

We also offer fee-based asset management.

Our Investment Strategy       About       Our Value       Our Vision & Mission

LPL Representative so not offer tax or legal services or advice. In certain situations we suggest you discuss your specific situation with a tax or legal advisor.