Wealth Plans 4 Life
With Wealth Plans 4 Life, it's all about YOU and YOUR goals. How do we help you pursue your goals and manage risk so you can attain greater confidence? We can't control the economy or the markets, but we can look at options to help manage costs and the taxes you pay. We want you to keep more of your hard earned dollars. Our mission is to be your trusted advisor and we accomplish this by providing quality service, constantly monitoring your objectives and revising as necessary. The OnPath Financial network works hard to bring clarity to our clients lives.
The quality of your advisor relationship is also accentuated through their affiliation with our broker/dealer and clearing partner LPL Financial. As the nation’s largest independent broker/dealer*, LPL Financial provides The Keller, Perez, and Powell team with leading-edge tools, independent investment research, and dedicated support. For over twenty years, one of the keys to the success of LPL Financial has been an uncompromising commitment to provide truly unbiased, conflict-free advice and investment recommendations.
*As reported by Financial Planning magazine, June 1996-2015.