A fiduciary is defined as a person or organization that acts on behalf of another person or persons, putting their clients' interest ahead of their own, with a duty to preserve good faith and trust. As your fiduciary, we are bound both legally and ethically to act in your best interests. But we believe that being a fiduciary is more than a legal requirement – it is a mindset that defines the culture of our firm. We strive to be your true advocate and steward with an even higher level of care and dedication.
It would be our honor to work with you and grow our relationship. Our team will work closely with you to ensure a smooth transition. We will guide you on completing any paperwork needed to move your accounts. If you are already working with another firm, we can reestablish existing attributes and services such as automatic transfers and authorizations. Most documents required can be executed through electronic signature. We will be able to transfer your assets to LPL Financial as is (with very few exceptions) in a seamless process. Once transitioned, you will be able to see and access your accounts through our website or directly through LPL Financial’s portal.
The way you handle banking does not have to change, or it can if you choose. The same features you enjoy today will be available with us, including the ability to move money between investment and bank accounts, disbursement of required minimum distributions, contributions to savings or any other cash movement you need. We may be able to offer more options for cash management than you have available now. If you decide you would like to change your banking relationship, we can help.
You are the reason we founded Talisman Wealth Advisors. After working at a large publicly traded financial services company for many years, we saw a need to do things differently. We chose to create a fee-only independent firm where we are no longer subject to pressures from institutional owners and shareholders. This gives us the freedom and flexibility to provide you with a better experience—truly objective advice in your best interest. That includes our ability to offer a wider range of investment solutions, supported by advanced technology that creates better access to information, planning and performance reporting.