About:
We are dedicated to providing tenured financial planning services to families and small business owners. Our mission is to help our clients achieve their financial goals by offering a comprehensive financial framework tailored to their specific needs and aspirations. Whether you are looking to save for your child's education, plan for retirement, or grow/sell your small business, we craft customized solutions that align with your unique objectives.
Specializing In:
Account Development, Business Development Consulting, Business Growth Strategies, Innovation Consulting, Strategic Consulting
Company Contacts:
Mark KoppelmannSenior Financial Advisor864-248-4911
Mark.Koppelmann@lpl.com
Andrea KoppelmannDirector of Client Relations864-236-4660
a.koppelmann@lpl.com