No one's situation is created the same.
On Pointe | Financial Advisor on Demand is a brand new subscription package offering guidance designed around your life.
You'll get access to an LPL Financial Advisor for personalized guidance and support.
No Account Minimums. No Surprise Fees.
Our guidance packages are designed to support you through each stage of life.
In addition to all of the benefits below, you'll receive:
• A Full Financial Review with Personalized Recommendations
• Unlimited Access to an LPL Financial Advisor
Text, Phone, E-mail, and Virtual Appointments
Fundamentals Guidance
Perfect for graduates and young adults looking to create the right foundation for their financial future.
This package includes:
- Behavioral Financial Coaching
- Life Insurance Basics
- Savings Planning
- Budget Analysis
- Goal Monitoring
- Credit Building
- Investing Basics
- Beneficiary Reviews
- College Fund Planning
$65 Monthly
Discounts available with recurring savings deposit or account balance.
Strategic Guidance
Created for individuals and families that have started building their retirement funds but need help putting it all together.
This package includes:
- Retirement Planning
- Portfolio Risk Assessment
- Investment Audit
- Employer Retirement Plan Assistance
- Life Insurance Review
- Estate Plan Guidance
- Survivor Needs Analysis
- Online Access to Planning Tools
Plus all Fundamental Guidance
$99 Monthly
Discounts available with recurring savings deposit or account balance.