The Lanphier Record Group
The Lanphier Record Group is uniquely designed by a set of Core Values:
* **EXCELLENCE** \- We constantly drive to be the best version of ourselves for the service of others\. * **CARE** \- We are passionate and deeply care about our clients and their families\. * **TRUST** \- Earned through integrity as well as personal and reliable interactions\. * **DEDICATION** \- We are focused on our task by keeping our clients and their families at the center of our attention\. * **TEAMWORK** \- Our team works collaboratively\, recognizing the whole is greater than the sum of its parts\.
Our team is known for providing personal and extensive wealth planning services to a select group of clients. The team's collective experience covers all areas of wealth management, including investments, personal and business wealth planning services, estate planning services and trusts, commercial and residential lending, executive compensation and other corporate advisory services.In our practice, we are proud to serve so many exceptional client relationships. Our ideal clients are people who desire advice and guidance from a team of competent and caring professionals. These include individuals and families that appreciate working with a wealth management team that understands their needs and continually helps them to achieve them.
Target markets include:
-
Business Owners, Key Executives, and Families who are interested in a customized, holistic approach to financial advice and guidance
-
Specialty Practice Professionals who desire advanced retirement plan design and tax guidance
-
Centers of Influence, including CPAs, Real Estate Professionals, and Attorneys, who are interested in providing a valued resource for their clients
Additionally, we provide businesses with access to corporate advisory services including: -
Qualified Retirement Plans: 401(k), Profit Sharing, and Defined Benefit Plans
-
Non-Qualified Deferred and Incentive Compensation Plans
-
Business Loans and Lines of Credit
-
Treasury Management and Merchant Services, and
-
Real Estate Planning
-
Banking products and services provided by Bank of America, N.A
Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.### Your approach to investingDrawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.### Understanding your goals and prioritiesYour life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
CPFA®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
