WE SPECIALIZE IN CREATING PERSONALIZED, COMPREHENSIVE FINANCIAL PLANNING SOLUTIONS
for individuals and business owners to help them build, protect, and transfer wealth.
We believe that buy, hold, & hope is not an investment strategy
We create long-term financial partnerships that help foster peace of mind
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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..
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High Personal Tax Levels & Family Businesses
Family Enterprise USA (FEUSA), a non-profit organization dedicated to promoting and supporting family-owned businesses in America, has recently conducted a comprehensive survey among family businesses in the country. The Family Business Survey 2023 highlights the most pressing concerns of these enterprises, with high personal tax levels emerging as a top worry for America’s largest private employers.
Creating a Legacy of Change through Charitable Giving
Philanthropy today is different than it was in the past. It was once common for donors to distribute their wealth through smaller grants to numerous organizations. Over time, best practices for charitable giving have evolved, and wealthy individuals are instead taking a greater interest in and even taking part in the organizations. Because of this, they are often giving more significant amounts to only a select few organizations.
Small Business Owners: Life, Liberty, and the Pursuit of Financial Independence
Being a small business owner can be rewarding but also may bring a lot of stress. You may be experiencing the pressures of trying to grow your company while providing a solid future for your employees. On top of all that, you will also need to focus on building...
Financial Management 101: Business Owners, Are You Doing Your Homework?
As a business owner, prudent financial management can help ensure your business remains healthy and stable. But what does good business financial management look like in practice? Here are four tips that may benefit business owners while focusing time and effort on the core of the business.
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