Financial Consulting & Oversight Services
Financial Consulting & Oversight Services
We understand that effective financial planning cannot be mass produced. It is a dynamic process which requires a high level of communication, monitoring and updating of plan components.
For this reason, we have invested in a number of leading technologies to help clients manage all of their current financial information and important documents.
You will have access to your own personal web portal which organizes all of your financial planning data including:
It's our way of helping clients see their big picture, track results and make decisions in a timely manner with confidence.
Copyright 2013. Timothy J. Herlihy. All rights reserved.
Securities and advisory services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC
The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with MA residents.