Everyone has goals they would like to achieve in life. Maybe you want to be able to have a successful early retirement, or you want to be able to expedite paying off your home mortgage. Whatever your goal may be, you will most likely need financial support and guidance to achieve it.
At One Financial Services, we deliver highly customized asset allocation advice and implementation through LPL Financial’s Strategic Asset Management (SAM) fee-based investment platform. We also offer an in-depth analysis of our client’s cash flow needs and time horizon utilizing BetaVest’s sequence of return simulation software to determine the best asset class allocation. When combining these two tools together, we are able to offer each of our clients a unique financial plan that is tailored to their lifestyle.
Within LPL Financial’s SAM accounts, we can wrap multiple types of investments into one account. Our clients are able to monitor their account performance through quarterly performance reports. We invite our clients to meet with us regularly to discuss the account’s performance and the tactical strategies we are adopting. Meeting regularly helps us to stay in touch with our clients so that as their life changes, their investments can change with them and helps them to pursue their life goals.