Dear Clients,

Recently, we celebrated our 14-year anniversary affiliated with LPL Financial.  LPL has been a terrific 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 make your life easier.  We have consolidated links to our favorite tools at the top of our website.  At www.tortugafinancial.com, you will find the following:

• Link to LPL Account View
• Link to RightCapital Financial Planning Tool
• Link to OnceHub Calendar Tool

Thank you very much for the great relationships and here’s to another 14 years!!   

Sincerely,

Mike, Kim, Nina, & Ariana (newbie)