As we welcome 2014, I thank you once more for all of your patronage and support. It’s a big year for The Linkous Group LTD and I need to remind you of the following as we get started.
SAM to SWM
Between now and the end of March, existing fee-based clients in LPL Financial’s Strategic Asset Management program will be asked to make a simple conversion to our Strategic Wealth Management program also provided by LPL Financial. Call or email to schedule your time.
The Linkous Group LTD as a Registered Investment Advisor will now have additional flexibility to make broader and more autonomous investment policy decisions to more effectively and efficiently support our client’s needs.
The additional responsibility we are taking on will have little, if any, impact on existing clients.
Please remember that 1099s are not typically mailed out until late February in an effort to reduce corrections as data comes in from literally thousands of investment companies.
You are welcome to call or email and set up a time to discuss if you need some preliminary data.
Happy to help.
LPL Financial has published
their outlook for 2014. This can be forwarded to you via email.
Please remember to contact us with any and all updated personal and financial data so we can make certain our guidance in 2014 accounts for your current situation.
Susan R. Linkous
Securities offered through LPL Financial
Member FINRA and SIPC
Investment advisory services offered through
The Linkous Group LTD
A Registered Investment Advisor