Products & Services
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Wealth Management
- Create and implement comprehensive financial plans that incorporate all aspects of financial life.
- Continuously monitor client financial matters and provide ongoing communication and reporting.
Investment Planning, Portfolio Construction & Implementation
- Holistic approach to investment advice comprehensively incorporates a client's personal situation, financial circumstances, time horizons, and risk tolerances to arrive at appropriate portfolio solutions.
- Efficient and low-cost portfolio implementation and maintenance.
- Consideration of non-capital-markets financial solutions including private placements and annuities.
- "Dx3" and “Px3” portfolio construction processes focus on risk-adjusted returns or benchmark beating returns depending upon client risk tolerances.
Client Education and Coaching
- Help clients become more sophisticated and engaged regarding financial matters.
- Ensure that clients remain on course during market turbulence to avoid the many mistakes made by most casual investors.
Financial Protections
- Assess insurance needs to ensure that coverage is appropriate and that no coverage gaps exist.
- Contingency and continuity considerations.
- Full spectrum of insurance products and other vehicles to meet all client financial protections needs.
Retirement Planning
- Retirement plan review.
- Consideration of Social Security, health care coverage, and related retirement concerns.
- Retirement distribution planning to make certain that withdrawal order is both financially advantageous and tax efficient.
- Assistance with company restricted stock and stock options plans
Tax-Efficiency Planning
- While we are not accountants, LPA can help clients optimize opportunities for tax-advantaged investing.
- Portfolio solutions include tax-efficient asset location planning.
- Tax-loss harvesting when available and appropriate.
Family and Legacy Considerations
- 529 accounts and education planning.
- Wealth transfer preparation including family financial education.
- Charitable giving strategies.
Meet Our Advisors!
Since 1991, Allan has provided financial advice, education, and services that have qualified him to be recognized as one of the industry’s top financial advisors.
Andrew wholeheartedly believes in LPA's philosophy of putting the client first. He earns the trust that his clients place in him by delivering comprehensive wealth management solutions based on a holistic evaluation of both a clients'...
Diane is a financial advisor who over the past ten years has built her own financial planning practice at First Allied. She holds Series 6, 7, 63, and 65 licenses along with Life and Health Insurance licenses. Diane is a Registered Tax...