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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Our Independence

As independent financial advisors, we focus solely on serving your needs and acting in your best interest at all times. 

Our independence is supported by LPL Financial.  The firm provides a comprehensive array of tools and resources to independent financial advisors, enabling them to provide objective financial guidance to their clients.  LPL Financial has no proprietary products.

With over 30 years of traditional financial services industry experience, we have seen a lot of the things being offered to clients and are aware of the "behind the scenes" deals, relationships, and potential conflicts of interest.

The chart below highlights some of the differences between many Traditional Financial Services firms and 180 Financial Consulting, LLC.

Traditional Brokerage Model 180 Financial Consulting
Investment sales representatives Independent LPL Financial Advisors
Focused on product sales Comprehensive financial planning process
Proprietary investment products and services No proprietary products or services
Cross sell quotas & home office directives Objective recommendations
Limited investment platform & access to non-proprietary products and services Open access to investment universe and leading investment managers
Client service restrictions. Call-center only access at predetermined asset levels. Highly personalized service.  Clients have full access to an advisor at all times.


Also, we do not accept compensation from any "preferred" vendors who want to have their products receive preferential treatment over any other vendor's product.  For these reasons, and many others, we would welcome the opportunity to show you how we are 180 degrees from traditional financial services firms.