As part of our ongoing commitment to supporting your financial journey, we're excited to share updates on our upcoming move to LPL Financial.
You recently received an email about this change - there is no action needed by you at this time. If any action is needed, our team will connect with you.
Your relationship with us will not change!
Our mission has always been rooted in helping you achieve your goals. We are committed to holistic planning that brings clarity, purpose, and alignment with your values. With LPL, we will expand our capabilities to serve you and your financial goals with a series of platform and technology enhancements.
We invite you to review the attached Transitioning to LPL Guide which outlines how this move will strengthen the way we work together. Inside you’ll find:
· How LPL enhances your experience—including added cyber protection and improved tools and technology
· What to expect between now and Day 1 with LPL in November—with a clear timeline of key milestones
· Upcoming account actions—so you feel fully prepared with no surprises
This is your introduction to the journey. You will receive additional communication as each key milestone approaches.
We are grateful for you! We value our partnership and your trust in us. If we can do anything for you, please connect at info@terrabluewm.com.