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Crystal Lake

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Your Pathway to Success

Wealth Management Platform

Advisory Services

Exemplar Financial Network can help you transition to a fee-based practice or grow your existing assets with sophisticated fee-based advisory service programs.  We give you options to manage your advisory business and have everything you’ll need on one platform. These programs enable you to maintain your important client relationships and give you access to flexible asset management solutions that allows for sophisticated model management, streamlined rebalancing features, blast trading, drift dashboards, competitive pricing, consolidated reporting, and customizable alerts to give you ongoing monitoring of your clients accounts.

Advanced Planning Group

Your clients have diverse and complex needs.  The Advanced Planning Group provides experienced guidance for specialized issues like wealth transfer and estate planning, stock options, retirement and distribution planning, life insurance planning, and business succession planning. Utilize the experienced technical and legal resources offered by Advanced Planning Group to enhance sales opportunities and build stronger relationships with your clients.

 

FAST FACTS

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Fast Facts

Privacy Policy Disclaimer.  Exemplar Financial Network 413 E. Terra Cotta Avenue (Route 176) Crystal Lake, IL 60014. Phone: 815.459.4550 Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.  The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, SD, TN, TX, UT, VT, VA, WA, WI, WY. 

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