SITE CONTENTS |
| About LFM&P |
| Meet David and Barbara Linnard, LFM&P advisors and principals. |
Advisor Risk |
| Understanding and evaluating the sources of potential risk in your financial advisor relationship. |
Advisory Fees |
| Fee-only, fee-based, and commission-based financial advisors' client responsibilities and compensation methods compared. |
| Allocation Study Results |
| The effects of investment management factors on investment returns. |
| Comprehensive Planning |
| LFM&P provides comprehensive financial planning services. |
| Contact LFM&P |
| Ways to contact LFM&P. |
| Financial Planning Services |
| Overview of financial planning services. |
| Focused Financial Analysis |
| Help with a specific financial issue. |
| Focused Asset Allocation |
| Diversify and adjust your investment plans to meet your needs and comfort with risk. |
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| Focused Retirement |
| Build your retirement plan. How should you save and invest to meet your retirement goals? |
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| Home |
| LFM&P site entry page. |
| Investment Management Services |
| Overview of Investment Management |
| MarketAwareSM Approach |
| Description and Origin of our MarketAwareSM approach |
| Mutual Fund Loads and Fees |
| Some mutual funds charge significant fees to compensate brokers' representatives. |
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| Ongoing Financial Planning |
| LFM&P helps you with financial decisions as they arise, updating your course for new opportunities. |
| Outlook and Trends Newsletter Archive |
| Past issues of LFM&P's quarterly newsletter featuring economic, market and financial planning commentary. |
| Questions? |
| Answers to your frequently asked questions. |
| Refreshingly Different Investment Advisor |
| Why LFM&P is uniquely different from conventional investment advisors. |
| Site Map |
| This page. |
| Use of Site Information |
| Please be aware that the information contained in this site does not represent financial advice. |
| Welcome! to LFM&P |
| Overview of LFM&P services. |
| Your Challenge |
| Today's financial environment presents new challenges to achieving financial independence. |