The future of integrated financial planning is here! You’re just a click away from everything you need, all in one place no matter where the account resides. With eMoney you can view an accurate, consolidated snapshot of your financial well-being—updated automatically each day. Clients can safely store important files and access them from anywhere directly through our secure eMoney on-line Vault.
LPL AccountView is an online portal for accessing your LPL Financial accounts, statements, and 1099s.
StockOpter helps clients maximize the value of their employee stock options, restricted / performance shares and highly concentrated company stock holdings by providing insight and analysis that facilitates timely, informed and tax-efficient diversification decisions.
DO YOU KNOW YOUR RISK NUMBER?
Risk Number® technology objectively calculates an investor's true risk tolerance, utilizing a scientific framework that won the Nobel Prize for Economics. By taking our 5 minute quiz, we will be able to pinpoint and quantify your exact risk tolerance, which will then help you align your current portfolio with your true investment goals and expectations.
DISCOVER YOUR RISK NUMBER
The first step is to take our 5 minute quiz that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision making process.
REVIEW YOUR CURRENT INVESTMENTS
It turns out 4 out of 5 people have more risk in their portfolios than they previously realized. Riskalyze technology empowers us to make sure the Risk Number of your portfolio matches your personal Risk Number.
ALIGN YOUR PORTFOLIO TO MATCH
After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.
STRESS TEST YOUR INVESTMENTS
We can even Stress Test to illustrate how your proposed portfolio would have fared through various market events to make sure you're comfortable with the strategy being employed.