The most dangerous quadrant of knowledge is that you don’t know what you don’t know. One of the values in working with a CERTIFIED FINANCIAL PLANNER™ is that they might be able to give you “ideas” that you did not know even existed.
Information in this material is for general information only and not intended as investment, tax or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.
Reflect on the stories and moments that make this time of year truly special. What memories do you cherish most?
Meet Jake and Kelsey, a high-earning couple struggling to save beyond their 401(k)s despite a $300K income. What’s holding them back from financial success?
Paul and Simone faced the emotional challenge of losing a parent unexpectedly while navigating their newfound inheritance, prompting them to seek financial planning advice.
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Securities are offered through LPL Financial, Member FINRA/SIPC. Know My Plan is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.
Independent Advisor Alliance, LLC is a separate entity from LPL Financial. The LPL Financial representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted by residents of any other state.
