Our subscription to financial programming offers a comprehensive approach. Our agreement is based on complexity and includes the initial plan, implementation, interviews and access to our team. We begin with an honest discussion to discover your financial planning needs “In recent years, rapid technological innovation has begun to allow for a radical change in the way investors are able to pay for financial advice and thus have access to financial advice,” said Michael Kitces, co-founder of AdvicePay. “As a result, financial advisors have a new opportunity to expand the reach of their services through alternative pricing models such as subscription models, storages or hourly agreements. This is particularly compelling in the midst of recent market and economic volatility to enable financial advisors to ensure that they can be properly compensated for all the advice they provide. AdvicePay has been specifically designed to support this approach, and we are very pleased to be working with the largest independent broker LPL and its nearly 17,000 advisors. Retirement, career change, move, divorce. Major changes present challenges and planning opportunities. We help you with confidence in the changes. Hello! I am new to the team from the summer of 2020. Justin Holtz is my uncle, and I look forward to working with him and his team. I will help with the marketing of the company and help with other tasks.
I`m from Hollidaysburg, PA. I am currently a sophomore coming to Pennsylvania State University studying accounting. I hope to become a CPA and ultimately move on to financial programming. Some of the activities I enjoy are dancing, volleyball, violin, relaxing outdoors and spending time with my family. CHARLOTTE, N.C., May 19, 2020 (GLOBE NEWSWIRE) — LPL Financial LLC, a leading consulting firm for individuals, RIADating directors and independent brokers, today announced that LPL advisors now have access to AdvicePay, a leading fee-processing platform specifically designed for financial advisors. Consultants who use the platform can charge clients directly for financial planning services and accept online payments to make it easier for consultants and their clients. Created by financial advisors Michael Kitces and Alan Moore, AdvicePay is the only billing and payment processing platform specifically designed to facilitate financial planning of fees per service. The platform simplifies and eliminates manual and paper workflows, with the ability to enter into agreements for customers` electronic signatures, accept ACH and credit card payments, charge hourly or one-time fees, and implement recurring storage or subscription bills, all with current compliance and data security management processes. In addition, consultants have the ability to manage all customer billing information on technology integration in one place. I have been an independent financial advisor since 2001, after doing financial accounts at Penn State, and I completed the post-secondary work to obtain the certified name OF FINANCIAL PLANNER™.
I am a 3rd generation consultant with a family history that goes back more than 55 years. Find your values. The decisions we make every day about how we use our money have a direct impact on the future of our families.