Aspire Financial Service, LLC Partners with LPL Financial Worksite Financial Solutions Platform

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Two leading providers of smart retirement solutions integrate services for retirement planning participants to experience financial empowerment - right at their desktop

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By partnering with Worksite Financial Solutions, Aspire will help retirement plan sponsors and advisors to better address the needs of plan participants throughout their financial lives, from the date of hire to separation and beyond.

Aspire Financial Services, LLC, a leading provider of smart retirement solutions, today announced that it has partnered with the Worksite Financial Solutions Platform of LPL Financial LLC, the nation’s largest independent broker-dealer, an RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA).

Aspire and LPL’s partnership enables its plan sponsor clients to offer the Worksite Financial Solutions platform’s Employee Advice Solution, which allows plan participants to receive customized retirement advice through an online service that first gathers information on each participant’s financial picture and life stage. Participants can elect to receive personalized advice through the system or manage their accounts on their own. Plan participants can elect to receive advice all the way through retirement as well.

By partnering with Worksite Financial Solutions, Aspire will help retirement plan sponsors and advisors to better address the needs of plan participants throughout their financial lives, from the date of hire to separation and beyond. The advisors that adopt the LPL Financial Retirement Partners’ advice solution in conjunction with Aspire’s robust open architecture platform will be supported by a smart retirement management solution capable of delivering services and results that are designed for the plan sponsor and participant. The new partnership will also create significant opportunities for LPL Financial advisors to provide these innovative services to plans that are currently served by Aspire.

Pete Kirtland, President and CEO of Aspire, said, “As a partner of LPL, we are very pleased to further our advocacy for participant’s planning for their retirement. The spirit of our combined efforts is to deliver responsible, quality and plan design flexibility that is driven by robust technology, real-time data and wide array of investment choices. We are now in a position to transition across the critical stages of a participant’s retirement planning and help them to ensure that the vital activity of planning for their financial future maintains lifelong continuity.”

Bill Chetney, President of LPL Financial Retirement Partners, said “The Worksite Financial Solutions platform represents LPL Financial Retirement Partners’ vision for the future of the retirement advisory industry, and enables plan participants to receive the personalized advice they need in order to prepare for the landscape ahead with confidence. We are honored that Aspire recognizes the importance of this vision, and we look forward to working with them and all of our retirement-plan focused advisors to move the industry forward.”

About Aspire
Aspire—Delivering Smart Retirement Solutions
Aspire Financial Services, LLC is a leading service provider of smart retirement solutions. Serving the industry for over 12 years with a conflict-free, open-architecture retirement planning management system, Aspire offers the most extensive capabilities nationwide for all plan types [401(k), 403(b), 457, IRA, and Defined Benefit] and all retirement plan stakeholders. Aspire provides a best-in-class technology-enabled portfolio of pre-defined or highly customizable smart retirement solutions with private-label branding options through its proprietary technology platform and strategic partnerships. Aspire links the retirement planning community together to deliver smart solutions for any plan type independent of average account balance or plan size—enabling our partners and customers with strong economic value and competitive advantage through a cost-effective transparent pricing structure and fully built operational model. To learn more about Aspire’s unique capabilities that deliver smart retirement solutions, visit or call 866.634.5873.

About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2013), an RIA custodian, and an independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,500 financial advisors and approximately 700 financial institutions. In addition, LPL Financial supports more than 4,500 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have approximately 3,000 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit

Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor, Member FINRA/SIPC

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Aspire Financial Media Contact
Shelia Reed

LPL Financial Media Contact
Tony Vignieri

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