Purpose-Built Investing

Stay focused on your goals and keep looking ahead.

A couple sitting at a table with an investment advisor

Ready to turn what's possible into a real-life action plan? Let us help you:

  • Build your wealth over time
  • Invest an inheritance or extra money
  • Plan for your child's education
  • Grow liquid funds for a rainy day
  • Invest toward retirement

Turn to your Financial Independence team for professional guidance with no hidden fees and solutions that span your life.

Make an Appointment

Invest in Your Future

Investment Planning

Your goals are central to your investment plan – so we want to hear all about them. Let's meet.

Meet with Your Advisor

  • Identify needs and priorities
  • Set goals with time horizons
  • Evaluate your risk tolerance
  • Strategic vs. tactical investing

Portfolio Design

Your advisor will align your portfolio allocations with the investment plan developed to support your goals.

Building Your Portfolio

  • Solidify investment objective
  • Research strategists, models
  • Determine asset allocation
  • Build objective-aligned portfolio

Portfolio Management

Between meetings, your team will manage your portfolio and fine-tune investments with your approval.

Analysis & Advisory

  • Meet with advisor regularly
  • Log in to review activity
  • Monitoring, rebalancing
  • Performance reviews
A mobile image using the guided wealth platform

Guided Wealth Portfolios

Start investing with a platform that combines the benefits of intelligent portfolio technology with a personal financial advisor to help guide the way.

Guided Wealth Portfolios* features:

  • Individualized asset allocations

  • Ongoing monitoring, rebalancing

  • Tax-efficient investment strategies

  • Low account minimums

  • Support from your financial advisor

Contact us for information and help getting set up.

Let's Connect

Financial Independence

Harness the insights of experienced advisors and services that support your financial well-being.

Look ahead and take steps to prepare for retirement.

Learn More

Tune in to this weekly chat about market trends.

Market Trends

Find out if an annuity is right for you, understand your Medicare options, and obtain life insurance.

Individual & Family Solutions

*Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed y LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

An annual small account fee is applied to accounts with less than $10,000 invested.