How Do We Help?

A Consultative, Goal-Oriented Approach

Our clients will work with us because of our approach. We look beyond the numbers and charts to try to understand what is important in life to our clients. We want our clients to experience a high “Return On Life” not just a “Return On Investments”. It is with this foundation that we are able to research and develop appropriate strategies and planning steps. A plan is developed which includes ongoing review and monitoring of progress towards the goals.

1. Establishing and prioritizing goals
2. Gathering all relevant facts
3. Situation analysis and review of alternative proposals
4. Recommending strategies and programs to pursue your needs
5. Implementing the right program for you
6. Periodic review of your progress and monitoring performance

In November of 2006, we chose LPL Financial to be our broker/dealer. LPL Financial is the nation’s leading * independent broker/dealer with a national network of over 14,000 independent financial professionals. Because LPL Financial does not offer any proprietary products or maintain any investment banking relationships, Growtrust Partners has come to realize the value of independence, both for us and our clients. Independence translates to more freedom of product choice, more service, and objective guidance.

*As reported by Financial Planning magazine, June 1996-2020 based on total revenue.