Financial consultant LPL Financial | Presley Wealth Management 2218 S 57th St STE C, Fort Smith, AR 72903

At LPL Financial | Presley Wealth Management, located at 2218 S 57th St STE C in Fort Smith, AR, we specialize in providing personalized financial consulting services. Our team is dedicated to helping clients navigate their financial journeys, offering expert guidance in areas such as investment planning, retirement strategies, and wealth management. To learn more about how we can assist you in achieving your financial goals, feel free to call us at (479) 434-6934 or visit our website at www.presleywealth.com.

Our Services

At Presley Wealth Management, we offer a range of financial services tailored to meet your unique needs. These include:

Investment Planning
Retirement Planning
Wealth Management
Tax Planning
Estate Planning

We work closely with you to understand your financial situation and develop a strategy that aligns with your long-term objectives.

How Engagements Work

When you choose to work with us, you can expect a comprehensive initial consultation where we assess your financial landscape and discuss your goals. It's helpful to bring along any relevant financial documents, such as:

Income statements
Investment account statements
Retirement account information
Tax returns from the past two years

This information will help us provide the most accurate and beneficial advice.

Frequently Asked Questions

What is a financial consultant? A financial consultant provides expert advice on managing finances, including investments, retirement planning, and wealth management.
How do I know if I need a financial consultant? If you're looking to improve your financial situation, plan for retirement, or need help with investments, a consultant can provide valuable insights.
What should I expect during a consultation? Expect a thorough discussion of your financial goals, as well as a review of your current financial situation.
Are your services customizable? Yes, we tailor our services to meet the specific needs and objectives of each client.
How do you charge for your services? We offer a variety of fee structures, including flat fees and percentage-based fees, depending on the services provided.
Can you help with tax planning? Yes, our team can assist with tax planning strategies to help minimize your tax liability.
What qualifications do your consultants have? Our consultants are experienced professionals with relevant certifications and a strong background in finance.
How often will we meet? Frequency of meetings can vary based on your needs; we typically recommend regular check-ins to review progress towards your goals.

Informational only — not legal, financial, or insurance advice.

Financial consultant LPL Financial | Presley Wealth Management
2218 S 57th St STE C, Fort Smith, AR 72903
(479) 434-6934
http://www.presleywealth.com/

Rating 5.0 of 1 reviews
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