Advisory Option

On occasion, a client may feel they are satisfied with the products or services they have received from other professionals. Or, they may feel that they would like to be able to pick their own products to fill their needs after receiving advice regarding their financial plan.

For a fee, Buehler & Berryhill can help develop a plan of action, ready to implement with whatever product options you wish to purchase from a previous affiliation, or on your own.

In addition, as part of any planning process, Buehler & Berryhill recognize that having a relationship with other professionals is necessary to complete many plans. The advice and implementation of documents by other advisors, such as accountants and attorneys are necessary. Whether you have already established these relationships or not, Buehler & Berryhill can refer you to outside professionals that you may personally interview to decide if adding them to your team as part of the implementation process would be appropriate. This approach allows you to feel confident that all of your planning priorities are met down to the final document.

*You are under no obligation to use the services of any of the entities referred above, and may choose any qualified professional to provide tax or legal services. These entities and their services are not affiliated with LPL Financial and Buehler & Berryhill.