You are unique, so our wealth management process begins by meeting with you to gain a clear understanding of your current situation, risk tolerance, investment philosophies, goals and aspirations.
We then analyze your needs and recommend specific tactics to help you pursue your goals and objectives.
Once you have a clear understanding of how we can help you pursue your goals and are satisfied with the strategy we recommend, we not only construct your customized portfolio, but provide ongoing support to help ensure you stay on track throughout life’s changes.
Eckelkamp & Lyman Retirement Planning is backed by the resources of LPL Financial, the nation’s largest independent broker/dealer.* This relationship provides us with industry-leading, objective research and a comprehensive array of tools, resources and technology. Because LPL Financial has no proprietary products to sell, we have the freedom to offer you objective financial guidance and investment recommendations that can help you pursue financial independence.
We pride ourselves on our ability to offer objective advice and personal service, and we would be honored to guide you toward financial independence. If our knowledge, experience and dedication appeal to you, please call us at (702) 309-9200 to schedule a no-obligation consultation.
*As reported by Financial Planning magazine, June 1996–2018, based on total revenue.