When searching for a Certified Financial Planner (CFP®), it is best to make sure you find one who can offer the most complete holistic wealth management services. Many professionals specialize in one area like investment or estate planning but will not be able to advise in other areas which are important to you like tax preparation. A financial planner who offers services which cover the full spectrum of managing your wealth will be better suited to offer qualified advice when you need it most.

LTR Financial Services is a full service fiduciary firm with expertise in many areas of financial management. We have experience managing a broad scope of insurance, investment, tax, estate planning, and financial planning areas. Many people can call themselves financial planners, however CFP® professionals must pass the comprehensive CFP® Certification Exam. The exam covers everything from the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.

Our fiduciary status requires our advisors to put the client’s interest ahead of our own. Brokers and insurance agents abide by the suitability standard which states they are doing what is correct for the client so long as it is prudent in most cases. CFP® professionals are obliged to uphold the principles of the CFP Board’s Code of Ethics: Integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.

Diverse Financial Management Expertise

As a full service firm, LTR Financial Services will work with you to assess your current financial health by examining your assets, liabilities, income, insurance, taxes, investments and estate plan to develop a realistic, comprehensive plan. This means each one of our clients will receive a plan tailored to meet their financial goals. No other firms are able to give you complete advice on your financial health. Our firm is designed around our clients so you don’t need to see someone else to get critical information across all spectrums of managing your finances.

Choosing LTR Financial Services as your CFP® firm will give you access to financial planners with expertise in the following areas under one roof.

  • Investment Planning
  • Estate Planning
  • Retirement Planning
  • Tax Advisors
  • IRS Tax Representation
  • General Insurance and Umbrella Policies
  • Mutual Funds
  • Accountants

Expert Financial Advice

full service fiduciary firm There’s nobody else who can give you complete financial advice like LTR. Our broad scope of services can be tailored to each client’s unique situation so you’ll get meaningful financial advice whenever you meet with one of our advisors. Schedule a consultation today to learn more about how competitively priced financial management offered at LTR Financial Services can help your bottom line.

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