Resources

Account View:
There are many benefits of Account View and e-Delivery, detailed below:

  • It provides accurate information about your investments—at your fingertips.
  • Secure online access and electronic delivery of statements help protect you from the possibility of mail fraud and identity theft.
  • It’s continually updated, unlike the traditional paper statement that’s outdated the moment it’s printed.
  • A simple interface allows easy navigation through accounts, positions, transactions and statements; and provides an intuitive, clear experience

lpl-account-view

Riskalyze

Riskalyze is a tool we use to help quantify your risk tolerance. After completing the questionnaire you will receive a risk score, which we then compare to the risk rating of your current portfolio. This allows us to see if we are on the same page in regard to your risk level. The questionnaire should take no more than 15 minutes to complete. If Riskalyze determines that your portfolio is too aggressive or conservative, given your answers to the questionnaire, your advisor will make the necessary changes to align your portfolio with your goals. The link below will redirect you to the questionnaire.

Health Care Reforms Updates

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Other advisory services offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Professional Planning Associates are separate entities from LPL Financial.