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As your Personal CFO, we believe that proactive and open communication between your financial, tax and legal advisors is critical to helping you pursue your financial goals. We work with your attorney, tax advisor, or other professionals to coordinate your strategies.
For your convenience, we can also provide you with referrals to the trusted outside professionals we work with on a regular basis. Our network of professional partners spans multiple disciplines - including tax, legal, mortgage, banking, property and casualty insurance and elder care/senior living services – to provide you with access to the advice and guidance you require throughout the Wealth Planning process.
*Tax and legal services are not offered by WCG Wealth Advisors, The Wealth Consulting Group, LPL Financial or affiliated advisors.
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WHO IS LPL Financial
And why do we have a relationship with them?
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.
For more information about LPL Financial, visit www.lpl.com