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..
What Makes Us Different
Tactical Portfolio Management Vs. Buy and Hold.
Have a Question?
Our investment advisors would be happy to answer any questions you have about your financial situation.
Online Education
Your Goals Come First
Happening Now
Achieving Life’s Goals with Cash Flow Alternatives
Developing effective strategies for pursuing your goals within the limits of your particular financial circumstances can be difficult. Each stage of your life may create new financial challenges. Sending your child to college, remodeling your home, caring for an...
Cultivating a “Small Business Edge”
Entrepreneurs may entertain thoughts of achieving success, inspired by those companies that seem to spring forth fully grown overnight. But, it is important for business owners to ask at the outset, “What is an appropriate measure of success?” Because bigger is not always better. While observers may tend to measure a company’s success solely by its growth, progress and sustainable profitability are equally important, and are not always reflected in the number of employees or a company’s revenue.
Why Financial Literacy is Crucial for Business Owners
Everyone needs to have some level of financial literacy to help manage their finances. However, financial literacy becomes even more crucial when you’re a business owner. You need to become familiar with common terminology and business finance principles to help you stay abreast of trends in a constantly changing market. Here are some concepts that financial literacy encompasses and why having financial literacy is crucial in business.
Why Business Owners Need Financial Planning
If you’re a business owner, you are likely the Chief Everything Officer at work and have many responsibilities. A business owner’s situation is unique since they are asset-rich and cash-poor since their wealth is in their business-literally.
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