WE BELIEVE THAT BUY, HOLD, & HOPE IS NOT AN INVESTMENT STRATEGY
We create long-term financial partnerships
that help foster peace of mind
We believe that buy, hold, & hope is not an investment strategy
We create long-term financial partnerships that help foster peace of mind
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
James Hendries
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..
Online Education
Your Goals Come First
Happening Now
Small-business Owners and the Value of Insurance in Your Financial Plan
A solid financial plan for small businesses is vital, and part of that financial plan should be insurance. Insurance is essential to preserve small businesses, cover their assets, and safeguard their employees. Here are some types of insurance coverage a small...
Financial Planning Tips for Small Business Owners
When you’re a small business owner, you need to pay extra careful attention to both your business and personal finances. Your financial planning strategies should simultaneously encourage the success of your business while also working towards safeguarding your personal finances. To pursue that balance, check out these tips.
Entrepreneurship and Financial Risk: What You Need to Know
Entrepreneurs tend to be natural risk-takers but this doesn’t mean committing to uncompensated risk. A wise entrepreneur considers their potential exposure before leaping into a new business venture, moving forward only on those opportunities that present enough potential upside to make the risks worthwhile. Below, we discuss some financial risks an entrepreneur may face and how they may be mitigated.
5 Valuation Factors for Retiring Financial Professionals to Consider When Selling Their Businesses
If you are getting ready to retire and thinking about selling your financial firm, you have to decide how much your business is worth, and it can be challenging to put a number on something you've been building for your whole life. Ultimately, your business is worth...
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