Holistic Financial Planning
Life is so much more than just stocks and bonds. At LHD Retirement, we aim to serve our clients’ holistic needs.
As part of our holistic financial planning, we offer WealthVision, an innovative personal planning system that enables us to efficiently collect and analyze your financial data, enhance planning and goal measurement, and track progress against your objectives on an ongoing basis.
This fully integrated online planning system provides you with a comprehensive view of your financial picture, no matter where you are or where your assets sit. It can also help you consolidate and integrate the various areas of your financial life in real time, and can provide paper-based or electronic reports that can be viewed 24/7.
- Scenario planning from single-goal or event analysis to a comprehensive financial plan
- A comprehensive, aggregated view of all of your financial assets
- Real time asset values for your financial plan across multiple accounts and advisors
- Secure, online vault for storing critical documents and information
- A method for tracking spending that results in a consistently clear understanding of your spending and saving.
Our clients are people, not portfolios, and we treat each of them with the same courtesy, communication, and individualized attention we would offer our own families. Because, to us, that’s exactly who they are.
WealthVision is not affiliated with LPL Financial.