Broker Check

13 Year Anniversary & A New Financial Planning Tool

| August 31, 2023

Dear Clients,

Today marks our 13-year anniversary affiliated with LPL Financial.  LPL has been a terrific business partner and has never strayed from their mission to support independent financial advisors with a passion for providing quality financial advice.  LPL’s mission has allowed us to grow the quality of advice we provide and the quality of relationships we have with our clients.  LPL’s mission statement is to do everything they can to take care of their advisors, so we can take care of our clients.  Thank you for that!

With that being said, we are always looking to elevate the client experience and we are rolling out our new financial planning tool called RightCapital, which will eventually replace WealthVision.  We believe you will benefit from the simple interface, sharp graphics, and ease of use.  If you want to get to the front of the line for the rollout, please let us know.  This will NOT replace your LPL AccountView login.  It’s also a test to see who reads our emails 😊 Thank you very much for the great relationships and here’s to another 13 years!!


Mike, Kim & Nina