9841 Irvine Center Drive
The need for objective advice has never been greater.
Amid an ever-changing investment landscape, investors need a professional and experienced partner who can guide them through the intricacies of investing and financial planning.
As a long-term investor, you are faced with a wide array of financial considerations. You may need to provide financial assistance for a child’s college education or help support an aging parent. In addition, you must prepare for your own retirement and consider what’s to be done with your estate.
You’re also confronted with a growing number of investment and insurance products and services, and more ways to access them than ever before. Should you invest in mutual funds, annuities, individual securities, or a comprehensive asset management program? How much insurance do you need? Add up all of these important considerations, and your need for competent, objective financial guidance has never been greater.
Wealth Planning Group (WPG) was established in 2006 by Karl Dimler and Robert Engel to provide access to financial planning to a wide range of clients. Prior to the establishment of WPG, Karl and Rob had a long standing relationship of working together for over 20 years. Building their businesses together, Karl and Rob worked closely together in partnership while at a national financial planning firm. Recognizing the demands of their clients’ needs, they decided to transition their business to a fee based model with an Independent firm. Karl and Robert are now affiliated with LPL Financial.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.