Classic Financial Services

Our Guiding Principles

LPL Financial was built on the principle of placing the advisor at the center of the financial planning process. We believe in empowering financial professionals to provide personalized guidance and solutions to their clients, without unnecessary restrictions or interference. This commitment to independence has fueled our growth and established us as a leading force in the industry.

Who We Are

Headquartered in Southfield, Michigan, LPL Financial serves over 18,000 financial advisors, 800 institution-based investment programs, and 450 independent RIA firms nationwide. We provide a comprehensive array of resources and tools to empower our advisors to deliver exceptional client experiences and achieve exceptional outcomes.

Our Services

Our offerings encompass every aspect of financial planning, including:

Retirement Planning

• Comprehensive assessments of your 403(b) plans, IRAs, and other retirement accounts
• Strategies to maximize your contributions, reduce taxes, and ensure a smooth transition into retirement
• Guidance on managing market fluctuations and protecting your savings

Financial Planning

• Developing a personalized plan to address your financial goals, such as estate planning, investment and wealth management
• Creating a comprehensive spending and budgeting plan
• Addressing specific financial concerns, such as debt management and insurance planning

Financial Coaching

• Working with you one-on-one to establish sustainable financial habits and achieve your financial goals
• Developing a personalized roadmap to overcome financial obstacles and stay motivated
• Providing ongoing support and accountability to keep you on track

Our Commitment to Education

We believe financial knowledge is empowering. We publish regular educational resources and tools to help you understand your financial options and make informed decisions. We also offer a wealth of information on our website, including retirement calculators, market insights, and financial planning guides.

The Fiduciary Difference

Your financial well-being is our top priority. We act as fiduciaries, which means we always put your interests first and prioritize your financial goals above our own. We are committed to transparency, honesty, and open communication throughout our relationship.