Concierge Services
Coordination of Automobile Acquisition*
Coordination of Estate Planning Documents
Coordination of Identity Theft Services
Coordination of Assisted Living, Nursing Home, and In-Home Care Services*
Coordination of Tax and Accounting Services*
Coordination of Private School Review*
*Note these services will be coordinated with the appropriate licensed and skilled professionals. There are zero revenue sharing provisions with these non-affiliated professionals. The coordination of these services is strictly a value-added service we provide to improve our clients quality of life and Lineage Experience. The services provided by any non-affiliated person or entity are not endorsed by LPL Financial.
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Experience the clarity of a principled partnership by contacting us to see how the Lineage Experience can transform your financial roadmap into a lifetime of freedom and confidence.