The Planify Group utilizes the services of LPL Financial, the nation’s leading independent broker-dealer,* which offers an integrated platform of technology, brokerage, and investment advisor services to more than 23,000 financial advisors and approximately 1,100 financial institutions. 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.

To learn more about LPL Financial, please visit lpl.com. 

The Planify Group is also associated with Cornerstone Wealth Services, a nationwide community of independent advisors whose mission is to guide successful families to financial confidence using comprehensive wealth strategies. These advisors are passionate about serving as financial advocates for their clients, building meaningful relationships based on trust to support the needs, goals and ideal futures of the families they serve.

Cornerstone Wealth Services supports the Planify Group with shared ideas, best practices and operational resources, which allows them to spend more time with their clients. For more information, visit Cornerstone Wealth Services.

 *As reported by Financial Planning magazine, June 1996-2024, based on total revenue.