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They are Financial Delegators: Our ideal community of clients are comprised of financial delegators, they appreciate, and are willing to follow, the advice of a Financial Advisor.
They are passionate about their goals: Our ideal clients are passionate about their desire to accomplish their goals. They realize that achieving those goals requires strategic planning.
They enjoy simplicity: Our ideal clients enjoy the simplicity, freedom, and confidence that can come with having all their assets under the watchful eye of a single advisor team.
They value our work together: Our ideal community of clients is comfortable with our fee structure. Our services fit best with individuals, families and businesses who recognize that hiring the right advisory team is worth the value they provide.
They focus on what’s important: Our ideal community of clients appreciates the nature of our relationship. By delegating, they can focus their valuable time and energy on what is most important to them.
They believe in something beyond themselves: Our ideal clients are not only about themselves, but care about their family, friends, and community.
They can handle the truth: Our ideal clients desire to hear the truth from us regarding their financial situation… no matter what.
Securities offered through LPL Financial, Member FINRA & SIPC. Sage Financial Systems is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
