Schiffman Wealth Planning By LPL Financial's mission is to provide select families with customized and timely financial strategies to help them achieve their dreams and aspirations through the generations. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service. You can expect a high level of service and an ongoing dialogue, regular portfolio reviews, and semi-annual performance analyses.
It's not simply about portfolio holdings and account balances. It's about your complete life. You should have a wealth management team who understands that. Someone who cares about your personal goals for your family, your business, your future. Someone who can give you comfort in making decisions that not only support your financial objective but that help ensure you have time to do the things you enjoy with those you love. Schiffman Wealth Planning employs a disciplined process to craft solutions to meet the needs of our clients. Individual investments and markets fluctuate over time; as professionals, it's our job to enable you to make informed financial decisions using the full complement of resources that are at our disposal. This process provides the framework for making decisions collaboratively and monitoring the outcome of those decisions over time. Each step involves interaction among our team, the client, and outside professionals, if needed. We are a big proponent of the client relationship and keeping the client involved in the entire wealth management process.