As a financial advisor, my goal is to provide total wealth management to help you address the full spectrum of your financial planning needs positioning you to:
- meet your short and long-term financial objectives
- preserve your lifestyle through retirement
- and leave a legacy to your family.
From helping you understand and implement your financial plan, to selecting and managing your investments, determining your insurance needs, to creating an estate plan, I can help you properly prepare for the future you envision.
Harnessing the Momentum of the Markets
My practice offers access to three discretionarily managed portfolios through LPL Financial that emphasize tactical asset allocation using Point & Figure charting* (PnF). PnF helps me understand the supply and demand dynamics of the investment markets and enables me to make investment decisions based on quantitative data, without emotion.
This approach focuses on the asset classes that are demonstrating the best relative performance. Its emphasis on relative strength naturally leads to investment in areas of the markets, both equities and bonds that have the best momentum, while guiding away from areas that are in decline. My clients use these portfolios as a key element of their risk management strategy.
*Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently.
Partnering with a Leader
My practice is an active member of a prestigious and large regional network of America Group Retirement Strategy Centers, a network of more than 70 LPL advisors, so I always have access to the support and expertise of these affiliated professionals. These resources, combined with my nearly three decades of experience in the financial industry, allow me to provide the competence, dependability and service you expect from your advisor.
My partnership with LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams.
With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:
- Enabling technology
- Comprehensive clearing, custody and compliance services
- Practice management programs and training
- Independent research
LPL Financial understands that providing Americans with professional investment advice is critical to their financial confidence. Because the firm has no proprietary products to sell, LPL Financial advisors can provide objective advice and investment recommendations.
Thousands of financial advisors nationwide rely on LPL Financial to help address their clients financial needs. They do so by using the firms tools and resources that help them discover their clients priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients lives; and make product recommendations that put clients on the path to pursuing their goals.
To see an up-to-date and current Weekly Market Commentary, please visit the Resource tab, and scroll down to the Articles page. All information is updated on a weekly basis.
Additionally, please check out LPL Research's House of Charts by clicking here. This has the Current Conditions Index, which is updated on a monthly basis, it is under the Quarterly Updates tab.
For more information about LPL Financial, visit www.lpl.com.
Daniel M Yuhn, CPA, is a LPL Financial investment advisor and registered representative, and may discuss and/or transact business with residents of the following states: FL, GA, MI, NV, NY, TX and VA.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor | Member FINRA and SIPC