“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 introductions 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.
Our philosophy is simple. Create professional services to provide a comprehensive, seamless, and proactive approach to comprehensive wealth management. If we cannot offer a service in-house, we will outsource to the appropriate providers available who share our values.”
*Tax and legal services are not offered by WCG Wealth Advisors, The Wealth Consulting Group, LPL Financial or affiliated advisors.
*You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide tax, legal, mortgage, banking, property and casualty insurance and elder care/senior living services. These entities and their services are not affiliated with LPL Financial and WCG Wealth Advisors, The Wealth Consulting Group.
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