As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.
Wealth Management System
Here at James Hendries/LPL Financial, we have a unique way of managing your money..
Planning for Business Owners
Learn how we can help you better align your business for success with our business planning resources.
Your Goals Come First
Time to Think About Year-End Financial Strategies As we roll into fall and the fourth quarter, now is a good time to pause and reflect on proactive ways to set up your finances for 2024. Economically speaking, we are now in a much different position than last year....
As we roll into fall and the fourth quarter, it’s a good time to pause and reflect on proactive ways to set up your finances for 2024. Economically speaking, we are in a much different position than last year. Economic growth has been strong, and inflation appears to...
Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your overall financial strategy after you retire. We’ve pulled together answers to 10...
As a business owner, putting all your profits back into the business may be tempting, especially during the lean years. However, when it comes to saving and investing as a business owner, there are other paths you could consider for the long run without so much emphasis on the short term.
Sign Up to Receive Our Newsletter