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Client Welcome Brochure

Published by Kayla Gettle, 2019-10-29 10:37:06

Description: Client Welcome Brochure


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Who is Good Life? Good Life Companies was launched to create a platform for financial advisors that are in the pursuit of their own version of the good life. Driven to change the way in which financial products, services and advice are distributed, Good Life provides turn-key solutions such as: real estate, technology, marketing and back-office support, allowing advisors to focus on what’s most important, serving their clients. TOP 10 REASONS ADVISORS PARTNER WITH GOOD LIFE • Transition Support • Real Estate & Technology • Marketing & Social Media Management • Business Coaching • Investment Research & Management • Insurance Services • Payroll Support • Group Benefits Package • Virtual Practice Management • Financial Planning Learn more about Good Life’s mission by visting of B se, ID

Who is LPL? LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams. With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as: • Enabling technology • Comprehensive clearing and compliance services • Practice management programs and training • Independent research * As reported in Financial Planning magazine 1996-2019, based on total revenues. of B se, ID

Advantages of Independence WHY CONSIDER USING AN INDEPENDENT FINANCIAL ADVISOR Working with a fully independent financial advisor can be a bit different than working with a large financial institution. There are some fundamentals which apply to both financial relationships; however, working with an independent financial advisor has a few aspects an investor may find of value. Both types of professional financial relationships, either with a large financial institution or an independent financial advisor, share the following: Regulation Both types of financial professionals must have appropriate registrations. Both solicit and receive compensation for their work. These regulations require they be registered with a brokerage firm. Both professionals have to complete annual continuing education programs and have compliance inspections and reviews by the brokerage firm where their registrations are held. Offering Investment Products Both types of investment professionals offer investment products and services (insurance, financial planning, retirement accounts) that are approved to be sold by their brokerage firm. This in no way assures the performance of a particular investment or implies any guarantee of performance. of B se, ID

Some of the differences in working with an independent financial advisor over a financial professional at a large firm could include: FLEXIBILITY IN FEES AND COMMISSIONS Independent financial professionals tend to have flexibility in how they can charge for their services. Even though they may offer the same financial products as a larger firm, they may have flexibility in how they can charge commissions or asset management fees. The flexibility may offer a client some savings in asset management fees or different breakpoints in which fees may be reduced by the amount of assets under management. Broader Product Choices Many (not all) independent advisors have access to different investment products and are not held to a particular firm’s product line. From mutual funds to stocks, having the full range of companies and funds to choose from provides for many combinations of strategies and diversification. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Dave Minick, RICP®, CPA Financial Advisor 5244 N. Eagle Road Boise, ID 83713 Office: (208) 810-4269 Direct & Fax: (208) 810-4757 Email: [email protected] Web: Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Good Life Advisors, LLC, a registered investment advisor. Good Life Advisors, LLC and Good Life Financial Advisors are separate entities from LPL Financial. of B se, ID

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