OUR SERVICES

FINANCIAL PLANNING*

If you are at a major milestone in your life and would like a qualified financial professional to help you with the next steps, a full financial plan may be in order. Major milestones include: retirement, change in career or job, marriage, birth of a child or grandchild and interest in passing on wealth to the next generation. Financial plans can be very detailed and require time, but if executed successfully can help offer a long term road map for your future.

PBT Investment Solutions has the opportunity to work with the Financial Planning Group at LPL Financial. This is a group of individuals who specialize in helping advisors identify and prioritize issues that are uncovered in the financial planning process. They are comprised of CERTIFIED FINANCIAL PLANNER Professionals, with members of the team focusing on social security planning, retirement planning and efficient tax management. Together we will arrive at a tailored plan addressing your individual situation.

At the core of your relationship with PBT Investment Solutions, we are highly focused on the following goals:

1. Accumulate Your Wealth

Achieving your dreams starts with articulating and quantifying them.

2. Grow Your Wealth

We work with you to design an investment strategy tailored to help pursue your specific financial goals based on your individual risk tolerance.

3. Keep Your Wealth

Your investment portfolio is only half of the equation. You also need ideas to minimize your tax liabilities and guard your family’s financial future from unforeseen events.

4. Enjoy Your Wealth

They say life happens when you’re making other plans. We’ll help you balance your current income and liquidity needs with your long-term goals.

5. Pass on Your Wealth

The right planning can help in an effort to pursue that what you have built will eventually benefit the people and organizations that mean the most to you.

*Financial planning offered through LPL Financial, a Registered Investment Advisor.