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LPL Financial Midyear Outlook 2022


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Fiduciary Services

Partnering with Plan Sponsors to build effective retirement plans

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Individual Wealth Management

Bringing clear strategies to complex financial challenges

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Financial Wellness

Providing resources to help you achieve financial wellness

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John Ludwig of LHD Retirement – LPL Financial, have been certified by CEFEX, the Centre for Fiduciary Excellence, to the standard described in the handbook “Prudent Practices for Investment Advisors”.

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*CEFEX certification for advisory services provided through the LPL Financial Retirement Plan Consulting Program. LHD Retirement and LPL Financial are not affiliated with CEFEX.

 

 

 

 

LHD Retirement Recognition and Awards


Selected a NAPA Top DC Advisor Teams for 20218


John Ludwig named to LPL Financial's Elite 2021 Chairman's Council1


John Ludwig was named to the 2019 edition of the Financial Times 401 Top Retirement Plan Advisers2


John Ludwig was named a finalist in the 2019 PLANSPONSOR Retirement Plan Adviser of the Year3


Named by 401kwire as one of the Top 50 Advisors in Defined Contribution in 20125


Named by PLANADVISER Magazine as one of the Top 100 Retirement Plan Advisers in 2012, 2013, 2014 and 20216


Nominated for 2014 Retirement Plan Adviser of the Year by PLANSPONSOR Magazine3


John Ludwig, Finalist—Retirement Plan Adviser of the Year 2015 by PLANADVISER Magazine 3


John Ludwig was named as one of The Financial Times 2015 Top 401 Retirement Plan Advisors 7

 

 

1 Membership in LPL Financial Chairman’s Club is based on year end production. This elite award is presented to less than 2% of the firm’s more than 17,000 financial advisors nationwide.

2 Awarded to financial advisors advising at least $75 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM.  Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.

3 Finalists for this award were judged based on the following criteria: They have a majority of business revenue derived from employer-sponsored retirement plans; serve as a fiduciary; are committed to fee-based compensation; and use outcome-based metrics of plan success with clients.

4 NAPA Top DC Advisor Teams are selected based solely on defined contribution (DC) plan assets under advisement as reported directly by nominees.

5 Based on reader votes, input from distributors and statistics about advisor practice gathered directly from nominees.

6 Nominees for Top 100 Retirement Plan Advisers are nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients.  Advisors who have attained the PLANSPONSOR Retirement Professional Designation receive an automatic nomination.

7 2015 Financial Times Top 401 Retirement Plan Advisors minimum criteria: financial advisors managing at least $25 million in defined contribution (DC) plan assets and for whom DC plans represent at least 20% of total AUM. Selected based on eight broad factors, including DC plan AUM, DC specialization, growth in DC plan assets and number of plans, average participation rate in advised plans, years of experience, industry certifications, and compliance record. 

8 NAPA Top DC Advisor Teams are selected based solely on defined contribution (DC) plan assets under advisement as reported directly by nominees.

Specialists in Retirement Plan Consulting and Wealth Management for Individuals

At LHD Retirement, our skilled team assists retirement plan sponsors in optimizing their plan and improving participant outcomes. We also provide customized strategies and financial planning for executives, families, and individuals through our wealth management program.

Approach

The approach we take to serving our diverse clientele is rooted in proactive and personalized service beyond what is expected—or even provided by other financial advisors.

  • Confidence created through experienced guidance
  • Clarity provided through education and direction
  • Intentional communication to establish positive outcomes
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Experience

We bring deep experience to businesses and business owners by offering clarity to the financial complexities of:

  • Group retirement plans
  • Buy/sell agreements
  • Transition
  • Tax planning strategies
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Consultation

We consult with successful individuals to understand their unique challenges and objectives, and take a comprehensive approach to financial planning that includes:

  • Cash and debt management
  • Risk management
  • Tax efficiency
  • Investment management
  • Retirement income planning
  • Estate and legacy planning
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Blog

Stay up to date with our latest financial news and events. Register today for one of our workshops or subscribe to our blog.

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Financial FAQs

Submitted by LHD Retirement on January 27th, 2023

Understanding how your savings can work for you is an important part of creating your financial future. If you’re curious about personal finance and want to learn more, here are some common questions we hear from new clients.

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What does "Wealth" Mean to You?

Submitted by LHD Retirement on January 18th, 2023

In our client meetings, the term “wealth” is often tossed around somewhat loosely. We talk about building wealth, managing wealth, enhancing wealth, and preserving wealth as if the concepts are universally understood. But what exactly is wealth? It’s such a vague term that every person has a slightly different meaning.

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It's Never Too Late to Save for Retirement

Submitted by LHD Retirement on January 11th, 2023

Retirement can sneak up on you.

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