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Our Team Approach to Financial Planning
Look at any book ever written about success and you will see they all have one topic in common: goal establishment. The successful pursuit of any goal involves writing it down, sharing your goal with others and finding someone to hold you accountable.
Financial planning is just that. Establishing goals. Writing them down. Sharing them with trusted partners. Reviewing progress. Holding you accountable.
Nobody dreams of an unsuccessful retirement, or plans to come up short with the money needed to send their children to college. Yet, not everybody formulates a plan to help in the achievement of those same goals.
At OnPath Financial, we have a team of committed professionals with the knowledge and experience necessary to help formulate your plan. This team approach to planning
is one of our signature services. Our plans are not just one individual’s thoughts on how to get from point A to point B. They are, rather, born out of team planning sessions where multiple advisors strategize on various ways of approaching the same issue.
Here is a list of some of the areas of planning we cover:
• Asset Allocation
• Retirement Accumulation Planning
• Retirement Distribution Planning
• Estate Planning
• Education Planning
• Charitable Giving & Legacy Planning
• Solutions for Business Owners
• Special Needs Planning
• Comprehensive Financial Planning
Neither LPL nor its representatives are in the business
of providing tax or legal advice.
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The registered representatives and investment advisor representatives of LPL Financial that are associated with this site
are registered to discuss and transact securities business in the following states: AZ, CA, CO, FL, GA, IA, IL, IN, KY, MA, MI, MN, MO, NC, NV, NY, OH, PA, PR, SC, TN, TX, VA, WA, WI, WV.
No offers may be made or accepted from any resident outside these states.
Securities and financial planning offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.
www.finra.org www.sipc.org
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