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Why Is IntoWealth Your Obvious Choice?

True Independence

We are independent financial advisors with LPL Financial. LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.

Independent Professional Investment Advice

As Financial Advisors with LPL Financial, we are backed by a largest in-house research team. As the leading independent brokerage firm, LPL offers no proprietary products or investment banking business. Based on the objective investment research by LPL Financial, IntoWealth thoroughly analyzes products and only selects investments that are best suited to our clients’ needs.

Wealth of Experience

Our team has over 30 years of combined financial planning and services experience.  Our abundant experience in insurance, investments, education, retirement, estate planning and business planning strives to ensure that we deliver for our clients the whole financial framework, detailed milestones, clear understanding and confidence for systemized implementation.  Our dynamic knowledge of the products in the industry as a whole puts us in a position to provide our clients a one-stop shop and to keep updated with the industry at all times.

Comprehensive Planning and Turn-Key Solution

The IntoWealth planning team believes it is important to take a holistic approach to financial planning. We believe that financial planning is life planning financially.  We aim to manage all aspects of our client’s financial situation. We provide our clients with “in-house” specialists for matters of tax planning, investment planning, retirement planning, insurance planning, education planning and estate planning. In the event that we require expert advice beyond the scope of our experience, we will team up with our trusted alliances including local CPA and attorney firms.  We strive to be a one-stop financial services and turn-key solution provider.

At IntoWealth, our advisors know that financial planning is an on-going, dynamic process. We offer our clients periodic face-to-face financial check-ups. As your needs change our financial strategy will change to address your current financial situation and your modified goals.
“Open Architecture” Investment Platform

As independent advisors we have access to mutual funds, UITs, ETFs, active investment management programs, and alternative investments. Free from the constraint of proprietary products and investment banking relationships, we are able to work with our clients to determine which investment options or financial strategies are best suited to their unique financial situation and goals.

Competitive Rates and Pricing

The IntoWealth advisors offer their clients the opportunity to work on a fee basis. This allows us to offer objective financial advice and align our goals with our clients’ goal - growing your assets. Through LPL’s fee-based program we are able to adjust your investment portfolio without requiring you to pay any commissions. Most importantly, since annual fees are based on total assets under management, fee-based asset management ties our compensation directly to the performance of your account eliminating any conflicts of interest.

For commission based product and services, our independence within the whole industry through LPL financial on security business side and Into General Insurance Agency on fixed bussiness side allows us the freedom and flexibility to select to the most cost-efficient solutions to fit our clients’ financial needs.  We do not represent a company. We represent the whole industry. Ultimately, we represent you only.

Exceptional Personal Service

IntoWealth offers exceptional personal service. We never push for the sale.  We have three “-able” sales philosophy: only when our clients feel suitable, affordable and comfortable, a transaction can be made by an advisor and approved by the IntoWealth Home Office.  We are committed to accommodating our individual client’s needs and answering his/her important questions on a 24-hours-a-day, seven-days-a-week basis. We have bi-weekly, quarterly and semiannual seminars and workshops to continually educate and interact with our clients. We also have an annual client appreciation event at year end.  In addition, we have mandatory semiannual or annual face to face account review with our clients.  We build a clientele with understanding, trust and confidence.

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