PROFESSIONAL SUPPORT

We are here to empower you with strategies and solutions that support your relationships with your clients.

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Simple Planning:

If client answers "No" to our Questionnaire
or
Interactive Video Recommends the Simple Plan

Live Video Consultation

Schedule an Appointment

ON DEMAND LIVE APPOINTMENT HOURS: 
8AM- 4PM Pacific Standard Time
​Monday - Friday 

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Advanced Planning:

If client requires more advanced planning such as:

• Tax Planning
• High Net Worth ($3M+)
• Business Owner
• Legacy/Charitable Planning​

• Special Needs
• Asset Protection
• Non-US Citizen/Non-Permanent Resident
• International Assets

IT IS STRONGLY RECOMMENDED THAT THE FINANCIAL ADVISOR/PROFESSIONAL MEET WITH THE LSPN CONCIERGE PRIOR TO MAKING THE CLIENT APPOINTMENT

Please fill out the form below

Advanced Needs Analysis Form

​and select one of the options below

Agent Meeting

(For agent to discuss client's needs)

Client Meeting

(For client to discuss options)