Providing Independent Advice Since 1989
LJPR, LLC is a fee-only financial advisor and wealth management firm that specializes in retirement planning, investment management, estate planning and tax planning. We have been providing financial services to our clients for over 20 years and our staff of professionals offers a diverse and complete range of services that is unmatched in the area.
Here To Help
As a registered investment advisor we provide fee-only financial and investment advice and we do not receive commissions. Our team of highly experienced financial experts can help you plan your finances for all of life's stages: retirement planning, investing your IRA, college funding, managing debt, health care, long-term care and estate planning.
Don’t Take Our Word For It…
Just ask our clients! We recently contracted an independent consultant to conduct a survey of our client base to ensure the service we provide meets or exceeds our client’s expectations. We are pleased to say that the results were overwhelmingly positive. Some key findings from the results include:
- 98% of respondents agreed that their LJPR advisor is trustworthy.
- 95% of respondents are satisfied with their overall advisor relationship.
- 95% of respondents agreed that they were confident in the skills of our team.
- 91% of respondents expressed a willingness to refer LJPR to their friends and family.
- 91% of respondents agreed that their accounts were handled with few errors.
Despite the general positivity of the responses, we vow to continue to build new trusting relationships while cultivating the old, work to sustain a minimal level of account errors, and identify opportunities for adding even more value to the services we offer. We take pride in implementing immediate action steps based on feedback we glean from invaluable information such as this survey. In order to best fill the gap of those who are looking for more financial education, we have begun a series of educational seminars that offer valuable insight into some interesting topics. Check our blog page for upcoming seminars.
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Recent PDF Resources
- The Lost Art of Etiquette
- 10 Good Ideas for 2011 and 2012
- From Global to Local 2012
- Michigan Tax Law Changes August 2011
- October 2011 Newsletter
- Investment Pornography Presentation
- 2012 Revised: Guns and Hoses
Retirement Guide - Michigan Financial Profiles
- Letter of Instruction Form
- ADV Part 2
- 2010 Roth IRA White Paper
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