Why MFG and LPL Financial
Makonnen Financial Group, LLC is an independent financial planning firm. This means that we are not captive to any one product or company. We can work with many different companies in the areas of investment, individual life insurance, long-term care insurance, 401(k), 403(b), 457, TSP rollovers and retirement plans. After closely assessing a client's needs and objectives, we can find the best product available in the marketplace based upon strength, performance and service.
Why LPL Financial?
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best - help their clients attain their financial goals and fulfill their dreams.
With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:
- Enabling technology
- Comprehensive clearing and compliance services
- Practice management programs and training
- Independent research
LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly objective advice and investment recommendations. The firm's mission is clear: We believe that objective financial guidance is a fundamental need for everyone. We enable our customers to focus on what they do best-create the personal, long-term client relationships that are the foundation for turning life's aspirations into financial realities.
For more information about LPL Financial visit: http://www.lpl.com
*As reported in Financial Planning Magazine, 1996-2015, based on total revenue