Lindsay Plathe

About

My Philosophy & Mission: Smart Money Strategies with a Protect-and-Grow Investment Philosophy I believe focusing on what is important to my clients will enhance their confidence in my guide to: Living the Plan. My mission is to deliver smart strategies to help clients protect and grow their wealth. Culture and Process: A Collaborative Approach facilitating - Meaningful engagements delivered through an annual itinerary, providing an on-going platform which fuels proactive and timely communication, an interactive discovery and planning process, along with tailored recommendations. Access to a responsive team, the intellectual capital of the practice and full-service strategies to meet the unique needs of my client