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| OVERVIEW Wealth Management gives you the ability to organize all your advisors and assets and consolidate them in the same place at the same time. Imagine a single platform through which all your financial matters may be managed. Your assets. Your private documents. Your financial and estate plan. Your retirement and cash flow models. Wealth Management helps you simplify the demands of managing your wealth in order to enable you to devote time to your business, your personal endeavors and your family. We organize your assets, asset allocation strategy, insurance, and your financial and estate plans to help simplify, consolidate and integrate every aspect of your financial future. Organize, consolidate and integrate your finances: • Financial goals / plans • Balance sheet / Net Worth statements • Asset allocation strategy • Account aggregation • Cash flow / Retirement Models • Tax and Wills, Trusts, tax returns • Insurance coverages and summary • Estate plan Your updated financial status is automatically integrated into your comprehensive financial and estate plan, continuously providing you with a meaningful, up-to-date analysis. |
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| Our Wealth Vision Tool You already know the questions. To learn more about how to get the wealth management solutions, click here. Running time approx. 4:30 mins.  |
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Benefits to Wealth Management ServicEs clients
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42714 Woodward Ave., Suite B | Bloomfield Hills, MI 48304 | Phone: (248) 334-9600 | Fax: (248) 334-9603 | david.petoskey@lpl.com |
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Securities offered through LPL Financial. Member FINRA / SIPC. | LPL Privacy Policy | WMS Privacy Policy |
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