Consulting Services Program
We offer two types of consulting services either per hour or by the project engagement.
One is aimed to help private clients and companies with specific situations where they may need assistance, but they wish to purchase products and services somewhere else. This is done thru the "LPL Financial's Hourly Fee Consulting Program."
The second program is the "LPL Financial Participant Consulting Advice Program (PCAP)" which is aimed to provide a one time consulting service to individuals and companies on their qualified retirement assets, mostly 401(k) plans or IRA accounts.
Both programs have sets of very specific LPL Financial guidelines and rules we at West Madison Wealth Management need to follow, since each engagement will be reviewed and approved by LPL Financial.
If you are interested in our Consulting Services please let us know, we will be happy to assist you.