COMPREHENSIVE FINANCIAL PLANNING

We have developed a personal service in which a client receives a level of personal and financial attention that makes economic sense. Whether a client has single, dual, or multiple goals and dreams they are working towards, their personal advisor is there to facilitate the financial planning process.

A CollaborativeWealth™ planning client will experience a two phase process. Phase 1 consists of building a Comprehensive Financial Plan, and Phase 2 regards Implementation of the Financial Plan. Here, a client has the chance to engage in the development and prioritization of their financial goals and developing a strategic plan to help them reach those goals. They will then take action by implementing objective recommendations and then follow it with review meetings with their wealth manager to track their progress.

Action Plan • Saving & Cash Reserves • Current Position
Insurance • Retirement • Estate • Specific Goals

These planning clients work with their Wealth Manager and any necessary specialists to develop a comprehensive financial plan; integrating cash strategies, insurance analysis, retirement income strategies, and estate and gift planning.

Advisory Services and Financial Planning offered through CollaborativeWealth™ Management, Inc. ö A Registered Investment Advisor
All Securities Offered Through LPL Financial ö Member FINRA / SIPC

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial

The LPL Financial Registered Representatives associated with this site may only
transact securities business in the following states: TX, FL, IN, AL, GA, TN, NC, VA, MA, MD, PA

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	COMPREHENSIVE FINANCIAL PLANNING We have developed a personal service in which a client receives a level of personal and financial attention that makes economic sense. Whether a client has single, dual, or multiple goals and dreams they are working towards, their personal advisor is there to facilitate the financial planning process. A CollaborativeWealth™ planning client will experience a two phase process. Phase 1 consists of building a Comprehensive Financial Plan, and Phase 2 regards Implementation of the Financial Plan. Here, a client has the chance to engage in the development and prioritization of their financial goals and developing a strategic plan to help them reach those goals. They will then take action by implementing objective recommendations and then follow it with review meetings with their wealth manager to track their progress. Action Plan • Saving & Cash Reserves • Current Position Insurance • Retirement • Estate • Specific Goals These planning clients work with their Wealth Manager and any necessary specialists to develop a comprehensive financial plan; integrating cash strategies, insurance analysis, retirement income strategies, and estate and gift planning. Comprehensive Financial Planning Investment Advisory & Management Risk Management Product Consulting Innovative Collaboration

Advisory Services and Financial Planning offered through CollaborativeWealth™ Management, Inc. ö A Registered Investment Advisor All Securities Offered Through LPL Financial ö Member FINRA / SIPC LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial The LPL Financial Registered Representatives associated with this site may only transact securities business in the following states: TX, FL, IN, AL, GA, TN, NC, VA, MA, MD, PA View Our Privacy Policy Collaborative Wealth™ - A Registered Trademark 2007; All Rights Reserved