Financial Advisor Rachel Wagner explains the connection between Principled Solutions and LPL.
Getting to know new clients is the best part of my job. They typically ask a lot of great questions in our first meetings—How can you help me reach my financial goals? Will I have enough to retire and keep traveling? How can I care for my aging parents and save for college?
There’s no cookie-cutter answer to any of these questions. That’s why we work with our clients to come up with customized, workable strategies to get them where they need to be.
On the other hand, sometimes clients throw me an easy one—What is LPL and how is it connected to Principled Solutions?
Allow me to explain.
In a nutshell, LPL Financial is the largest independent broker dealer in the United States. Maintaining our affiliation with LPL gives Principled Solutions bigger, better resources to help our clients while allowing us to be completely independent. Being independent means we can give the best advice to each of our clients and act in their best financial interests. It’s a win-win for Principled Solutions and our clients.