Know My Plan

Our goal is to work with you to build a financial plan that you understand and that you are confident in. Typically, we work with the following: • Business Owners – we don’t worry about minimum investment because they might have the majority of their net worth tied up in their business. • H-E-N-R-Y’s – HENRY stands for High Earner Not Rich Yet. These are people that have household income generally over $200,000 that have the ability and propensity to aggressively save. • The Outsourcer – clients who find value in outsourcing financial planning to save time, reduce stress, & accomplish goals Securities are offered through LPL Financial, Member FINRA/SIPC. Know My Plan is an other business name for Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.