Our Planning Experience
Our Financial Solutions Team partners with the ICA Group advisors to share independent investment insight and determine an appropriate plan for the client. Working hand-in-hand with advisors, and utilizing the LPL resources, we identify and prioritize issues that are uncovered in the profiling and discovery process.
Organize and prioritize client information.
Strategy session with advisor to develop action items.
Build personalized financial solutions including 3rd party technology.
Begin networking between the advisor, the FST and LPL resources.
Review presentation with advisor of potential solutions.
Ongoing service, review and monitoring of plan.