Our Technology

Virtual Meetings

We offer both in-person meetings as well as virtual meetings utilizing state-of-the-art video conference technology. It is easy to connect with us on any computer or tablet device that has a camera and web browser.  Technology and great online tools have made the world smaller, making it possible for us to deliver personalized service to you – wherever you call home.

Financial Planning

We use the latest technology to support our personalized financial planning service, not to replace it. As a valued client, you will have access to your very own private client website, where you can see your bottom line at any time, in real time. In addition to viewing accounts under our management, you may also connect your bank and outside accounts such as employer 401(k)s – creating a real-time personal balance sheet so that you know where everything is, and what everything is worth.

To assist you with budgeting, the website also utilizes advanced artificial intelligence technology to help automatically categorize spending activity based on transaction history, to help you track your budget and more effectively manage cash flow.

There is also a digital vault where all your important documents may be stored and accessed from anywhere. Examples include documents that would need to be located and analyzed by family members in the event of an emergency or premature death.

Security is a top priority for us, and your personal website is equipped with advanced encryption technology to help protect the integrity of your information. Additionally, the site is read-only, which makes it impossible for money to be moved in or out of the system.

If you are an existing client, click here to access your private client website.

NOTE: The information being provided is strictly as a courtesy. These individuals or outside entities are not affiliated with, nor endorsed by LPL Financial. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.