How We Do It

You know where you want to go in life, and at Performance Wealth, we know that the route you take to get there is just as important as where you wind up. That’s why every plan we craft goes through a proven process in order to seek the best possible chance of success.

Through the Financial DNA process, we take the necessary steps to build a one-of-a-kind plan tailored to your individual needs – even your communication preferences.

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Start by getting your Communication DNA.

The Performance Wealth process allows you to enjoy life knowing that an informed and trusted advisor is looking out for you and your plan.

Securities offered through LPL Financial, member of FINRA/SIPC. Investment advice offered through Independent Financial Partners (IFP) dba Performance Wealth, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Florida, Virginia, Georgia, and South Carolina.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.