Organization Process Customized to Your Goals
We use WealthVision, through LPL Financial, to develop a comprehensive financial plan to help you progress toward your specific, clearly defined goals. We’ll start by obtaining detailed information about your financial circumstances, and enter this information into WealthVision. In follow-up meetings we consider what if scenarios and recommend a course of action. Your plan is dynamic, is updated regularly, and becomes the centerpiece of your relationship with Blakely Financial Services.