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Lindberg & Ripple (LRI) has set the bar in sophisticated, strategic financial planning through its customized financial planning Process.
Our mission is to assist affluent individuals and families to build, protect and preserve wealth. We believe that efficient, judicious and consistent management of their capital is the only way our clients can truly achieve meaningful financial security.
We help our clients achieve their long-term financial goals with what we call the Lindberg & Ripple Process. Our analytical Process was developed from the knowledge that financial planning cannot be successful and goals cannot be met when developed and executed in a vacuum. We work closely with each client to identify their true financial goals and strategically integrate all elements of their financial support system into the Process.
We understand every financial situation is unique to each client and there is never an easy, clear or concise plan to help them achieve their goals. We start by helping our clients identify what their long-term financial objectives are, understand where they are today and what they need to do with their assets over time to help them achieve the financial security they want for themselves and future generations. This is the first step of our Process and is the platform from which everything is built upon.
After gaining this knowledge, we work hand-in-hand with our clients other financial advisors, including trust and estate attorneys, CPAs, etc. and employ the appropriate disciplines within Lindberg & Ripple (Wealth Transfer, Investment Management, Executive Benefits and Employee Benefits) to ensure an integrated, cohesive plan.
As part of our ongoing commitment to the goal, we consistently monitor the Process and supporting tactics and continually revise in response to changes in objectives, legislation and performance.
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