Nida Financial | Cartersville, GA
About Us

Our Vision

The Nida Financial Group vision is to cultivate valued relationships that positively impact you, your family, your legacy and our community.

Nida Financial Group Operating Principles

Important ideas that motivate our day

Our Process

  1. Establish and Define the Relationship
    During this step, we determine the scope of our relationship, define the work to be done by each party and set a schedule for deliverables. Depending on the nature of your situation, this step could be conducted in person or over the phone.
  2. Gather Information
    To ensure a quality output from the process, we need to ensure the quality of the input data. We will ask to see, "everything with a dollar sign attached," and conduct a detailed discovery interview to better understand you and your objectives. This step is usually done in person to better capture the completeness of your situation.
  3. Analyze and Evaluate
    After the information gathering is complete, we create a model of your financial situation to uncover the strengths and weaknesses. We'll review all of your investment and retirements assets, liabilities and insurance policies. It is not uncommon to have a phone call or email during this stage to clarify the data provided or seek additional data based on the analysis.
  4. Develop and Present Recommendations
    Based on your goals and our analysis, we will create an overall plan to present to you. This plan will be action-oriented and ready to implement.
  5. Implement the Plan
    Once we understand and agree on the action steps presented, we will get right to work, shifting accounts, updating portfolios, changing beneficiaries, coordination with other advisors - doing whatever is necessary - to turn the financial plan into reality.
  6. Monitor Regularly
    Perhaps the most important part of the whole process is providing periodic updates on the progress made toward your objectives. Through our WealthVision™ tool set, we can jointly monitor your progress. Significant changes in your family or financial situation can be remodeled quickly and easily.

About LPL Financial

LPL Financial is 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 support financial advisors in helping their client by offering a robust mix of services and tools such as: LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations.

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs. They do so by using the firm's 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.

LP Financial

For more information about LPL Financial, visit: www.lpl.com