Reinventing Retirement Benefit Consulting, Realizing Results

Strategic Retirement Group is supported by the powerful resources, tools and research of LPL Financial, the nation’s largest independent broker/dealer.*

LPL Financial was founded with a pioneering vision: to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and advice.

Today, LPL Financial provides an integrated platform of proprietary technology, brokerage and investment advisory services, and independent research to over 13,500 financial advisors and approximately 700 financial institutions, making LPL Financial one of the leading distributor of financial products in the United States. In addition, LPL Financial supports over 4,000 financial advisors with customized clearing, advisory platform, and technology solutions.

LPL Financial remains singularly focused on helping financial advisors to manage the complexity of their investment practices so they can better serve their clients in achieving important financial goals. And, because LPL Financial does not offer proprietary products, LPL Financial enables the independent financial advisors, banks, and credit unions with whom LPL Financial partners to offer their clients truly unbiased, conflict-free advice. Their open-architecture platform provides their customers with access to thousands of commission, fee-based, cash, and money market products manufactured by hundreds of third-party product sponsors.

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* As reported in Financial Planning magazine 1996-2013, based on total revenues