Retirement, career change, move, divorce. Major changes present challenges and planning opportunities. We help you with confidence in the changes. Find your values. The decisions we make every day about how we use our money have a direct impact on the future of our families. This is the case with our time, energy and financial resources. We start with an honest discussion to discover your financial planning needs, defined by experienced financial advisors Michael Kitces and Alan Moore, AdvicePay is the only payment billing and processing platform specifically designed to facilitate financial planning of fees per service. The platform simplifies and eliminates manual and paper workflows, with the ability to enter into agreements for customers` electronic signatures, accept ACH and credit card payments, charge hourly or one-time fees, and implement recurring storage or subscription bills, all with current compliance and data security management processes. In addition, consultants have the ability to manage all customer billing information on technology integration in one place. Our first point of contact for those calling or visiting District Financial Advisors, Patty has been a member of the team since June 2013. Originally from New Jersey, patty has been the Washington DC metro area since 1996. Patty has strong customer service and an organizational base of experience in financial services, professional theatre, festival event planning and corporate IT marketing.

Patty lives with her husband and two wonderful children in Northern Virginia. She has a black belt in taekwondo, enjoys cooking and entertaining, reading and exploring historical costumes at home. Fees from planning contracts and/or asset management consulting fees. We build a financial plan and an investment model that best meets your goals When I was a child, I worked in my father`s financial planning office, and from an early age I saw the effects of saving for the future and sound investments, which is why I help people achieve their goals. I grew up in the landscape of Central PA and I carry the values of the small family of the city that was taught to me in my relationships with clients. My clients choose to work with me because they are looking for a straight, relatable and easy-to-understand approach. I have been an independent financial advisor since 2001, after doing financial accounts at Penn State, and I completed the post-secondary work to obtain the certified name OF FINANCIAL PLANNER™. I am a 3rd generation consultant with a family history that goes back more than 55 years.

CHARLOTTE, N.C., May 19, 2020 (GLOBE NEWSWIRE) — LPL Financial LLC, a leading consulting firm for individuals, RIADating directors and independent brokers, today announced that LPL advisors now have access to AdvicePay, a leading fee-processing platform specifically designed for financial advisors. Consultants who use the platform can charge clients directly for financial planning services and accept online payments to make it easier for consultants and their clients. Through LPL FinancialLPL Financial (www.lpl.com), the country`s leading provider of retail financial services and the largest independent broker. We support independent financial advisors, professionals and financial institutions and provide them with the technology, research, compensation and compliance services, as well as practice management programs needed to develop and develop successful practices. LPL enables them to provide objective advice to millions of American families seeking asset management, retirement savings, financial planning and wealth management solutions. Good morning! I am new to the team from the summer of 2020. Justin Holtz is my uncle, and I look forward to working with him and his team. I will help with the marketing of the company and help with other tasks.