Your best interests remain our top priority. In preparation of our LPL conversion, we’ve spent considerable time and effort doing due diligence research and analysis to ensure our continued ability to provide high quality client solutions with minimal service disruptions. We remain independent financial advisors now affiliated with LPL and will continue to serve your needs and guide you toward your goals.
LPL is recognized for its innovative tools, technology, and service. Some observable benefits include better web interfaces, user-friendly mobile applications, ease of navigation, and consolidated statements. LPL’s enhanced product management tools will allow us to develop more sophisticated and pro-active portfolio management strategies with respect to market valuations, interest rates, geopolitical and ever-changing economic conditions.
Accounts held directly at annuity providers & mutual fund families, such as American Funds, Brighthouse, Franklin Templeton, IVY, Securian, and others were NOT affected and continue to be managed as before. However, a notable advantage of our transition to LPL will be to our brokerage products, which will have thousands of additional mutual funds available enabling us to provide more refined portfolios.
Once acclimated at LPL, we’ll begin migrating existing advisory retirement accounts to our updated Strategic Asset Management portfolio models utilizing some newly available funds. However, because of capital gain issues, clients having non-retirement advisory accounts will require additional consideration and more in-depth client reviews.
Thank you for your continued trust and business. With the addition of Chris Mickey, Office Manager, to our Team along with better tools, we’ll be able to provide an improved level of service to better help you pursue your financial goals. If you have any questions and/or concerns, a member of the Iron Belt Partners Team will gladly discuss those with you.
We can be contacted via phone at (724) 493-9473 or via Email at:
Lindsay M. Turchetta LTurchetta@lpl.com
John D. Martin JDMartin@lpl.com
Please note that the Iron Belt Partners office location will NOT be changing but our email addresses and office phone numbers will change with our transition to LPL.
Working as a team in an effort to better serve our clients!
This communication is meant to be general in nature and should not be construed as investment or financial advice related to your personal situation. You should consult your tax, legal, and/or financial advisor prior to making any financial decisions. The views expressed here are those of the authors, John Martin & Lindsay Turchetta, and not necessarily those of LPL Financial. Information is based on data gathered from what are believed to be reliable sources. The opinions, and other information contained in this article are subject to change continually and without notice of any kind. Forward-looking statements are subject to numerous assumptions, risks, and uncertainties, which change over time and may not come to pass. Past performance does not guarantee future results.
Investments are not guaranteed and are subject to investment risk including the possible loss of principal.
Securities and investment products and services offered through LPL Financial, member FINRA/SIPC
Iron Belt Partners is a separate entity and not affiliated with LPL Financial.