Benefits of the Hourly Consulting Program

Hourly Consulting is a flexible and affordable option if you are seeking sound financial guidance delivered in a deliberate, goal-oriented manner. You get as much assistance as you need, when you need it throughout your life.

The more you are able to understand and manage your wealth, the more prepared you are to achieve your goals and dreams. But managing your financial future is a complex process that involves careful consideration of your short- and long-term goals. The Hourly Consulting Program through LPL Financial provides a great method to ensure that your chosen path becomes the focus of your financial strategy.

Hourly consulting services include specific financial problem-solving and consulting in areas that are somewhat different than the services offered through traditional, comprehensive financial planning. As evidenced by the range of the following services, there are many potential situations in which we can provide valuable, targeted services. The costs for hourly consulting are based upon an hourly rate, which is fully disclosed in a written engagement agreement.

You get essential financial guidance in those areas that are most important to you.

There is no assurance that the hourly consulting program will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.