Our goal is to work with you to build a financial plan that you understand and that you are confident in. Typically, we work with the following: • Business Owners – we don’t worry about minimum investment because they might have the majority of their net worth tied up in their business. • H-E-N-R-Y’s – HENRY stands for High Earner Not Rich Yet. These are people that have household income generally over $200,000 that have the ability and propensity to aggressively save. • The Outsourcer – clients who find value in outsourcing financial planning to save time, reduce stress, & accomplish goals Securities offered through LPL Financial, member FINRA/SIPC. www.finra.org. www.sipc.org. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Know My Plan are separate entities from LPL Financial. For a list of states in which we are registered to do business, please visit: knowmyplan.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.