Menu Menu

Linnard Financial Management & Planning, Inc.

Fee-Only Financial Planning and Investment Advisor

SITE CONTENTS

About LFM&P
Meet David and Barbara Linnard, LFM&P advisors and principals.

Advisor Risk
Understanding and evaluating the sources of potential risk in your financial advisor relationship.

A Word About Fees
Advisor fees can be difficult to understand. Are they reasonable? What are LFM&P's fees?

Allocation Study Results
The effects of investment management factors on investment returns.

Comprehensive Planning
LFM&P provides comprehensive financial planning services.

Contact LFM&P
Ways to contact LFM&P.

Financial Planning Services
Overview of financial planning services.

Focused Financial Analysis
Help with a specific financial issue.

Focused Asset Allocation
Diversify and adjust your investment plans to meet your needs and comfort with risk.

Focused Retirement
Build your retirement plan. How should you save and invest to meet your retirement goals?

Home
LFM&P site entry page.

Investment Advisor
LFM&P is a fee-only, fiduciary, registered investment advisor.

Investment Advice
LFM&P; helps people manage their 401(k), 403(b) and variable annuities by recommending ongoing portfolio changes designed uniquely for them

Investment Management
LFM&P applies its MarketAwareSM risk management strategy while relieving investors of the day-today tasks of portfolio management.

MarketAwareSM Approach
Description and origin of our MarketAwareSM approach

Ongoing Financial Planning
LFM&P helps you with financial decisions as they arise, updating your course for new opportunities.

Outlook and Trends Newsletter Archive
Past issues of LFM&P's quarterly newsletter featuring economic, market and financial planning commentary.

Questions?
Answers to your frequently asked questions.

Refreshingly Different Investment Advisor
Why LFM&P is uniquely different from conventional investment advisors.

Site Map
This page.

Types of Advisors
Fee-only, fee-based, and commission-based financial advisors' client responsibilities and compensation methods compared.

Use of Site Information
Please be aware that the information contained in this site does not represent financial advice.

Wealth Advisor and Management
Wealth services combine financial planning with investment advice or management to build and maintain your wealth.

Welcome! to LFM&P
Overview of LFM&P services.

Your Retirement Challenge
Today's financial environment presents new challenges to achieving financial independence.

 

 

 

18-9-k

 

×