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A Clearer Financial Picture is Here                                                                                                                       

Dear Clients,

Knowing where everything stands can make financial planning feel more manageable. That’s why WealthGurus offers Account View and WealthVision as part of our planning relationship.

Account View: Stay Connected to Your Accounts
Access your LPL account balances, investment activity, statements, and financial documents from your computer or mobile device.

WealthVision: See How the Pieces Fit Together
Bring your financial information—including accounts outside LPL—into one place to help you and our team see your broader financial picture and plan around your goals.

Together, these tools help you stay organized, prepare for our conversations, and take a more active role in your financial planning—with our team alongside you.

Let’s Get You Connected
Contact our office to get started. We’ll help you activate your access and become comfortable using the tools. Already using Account View? Ask us about adding WealthVision.

Your Life Changes. We're Here to Help.

Your Life Changes. We're Here to Help.

Taking care of our clients is our top priority. Keep us informed about upcoming changes and unexpected events so we can help you understand what they mean for your financial plan.

Connecting Family & Finance

Your family. Your future. 
Our office embraced virtual meetings long before they became common practice. We make it easy and comfortable for families to connect and plan together across state lines. We believe financial conversations are stronger with support, and we encourage you to invite a trusted family member or friend to join your meetings.

Our Three Step Process

STEP

1


Let's Get to Know You

We start with a conversation about your life, your family, and what you want your finances to support.


Our virtual meetings make it easy to connect from home, and you’re welcome to invite a trusted family member or friend to join us.


When it’s time to share documents, our secure upload options make it simple to send sensitive information directly to our team.


STEP

2


Bring Your Financial Picture Together

We review your investments, retirement accounts, annuities, pensions, Social Security, income needs, and expenses to understand how the pieces fit together.

From there, we identify what needs attention and develop recommendations around your goals. We explain your options, costs, and tradeoffs in plain language so you can ask questions and make informed decisions.

STEP

3


Put Your Plan into Motion

Once you decide the next steps, our team of six coordinate the paperwork, account openings, transfers, and income arrangements needed to put your plan into action.


We guide you through signatures and documentation, track progress, and keep you informed about outstanding items. Our team follows through to confirm that your account setup reflects the agreed plan.

Step 4: Stay Connected As Life Changes 

Our relationship continues with ongoing service and reviews, including support with Required Minimum Distributions (RMDs), income payments, beneficiary updates, and account changes.

As your needs and family circumstances evolve, we revisit your priorities and help you adjust your plan. We welcome continued family involvement so the people you trust can stay informed with your permission.

Learn more
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