We knew that there was a way to make financial planning a better experience and process for our clients. While financial planning is about numbers and making them work, it is also a very emotional piece of our lives, and we want to take that anxiety and sometimes intimidation out of the process for our clients. With this in mind, we’ve developed and refined an all-encompassing financial planning process that we call The 360 Formula®. This formula is comprised of three elements: Team Approach, Client Experience, and Wealth Planning. Investing includes risks, including fluctuating prices and loss of principal. No strategy assures success or protects against loss. Securities offered through LPL Financial, Member FINRA/SIPC. www.finra.org, www.sipc.org. Investment advice offered through Highpoint Advisor Group, a registered investment adviser. Highpoint Advisor Group and SA Piggush Financial Consultants are separate entities from LPL Financial. For a list of states in which we are registered to do business, please visit www.sapipggush.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
