LPL Financial

 

Investments, taxes, insurance, estate planning... The list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.

We are in the business of helping our clients prepare for all their financial challenges. We do this by using a total wealth management approach. While each area is important individually, managing them all collectively is one of the most important considerations to your overall financial success.

Our approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provide a plan to successfully transfer your wealth to your children and grandchildren.

Whether you’re looking for a fresh perspective on investing or want an advisor who can help you develop a comprehensive strategic plan that puts your goals first; as Financial Advisors with LPL Financial, the #1 independent broker/dealer in the country*, we can help.

With over 100 years of collective experience, let us help you sort through and choose the investments that are most appropriate for your needs.

 *As reported by Financial Planning magazine, June 1996 – 2011, based on total revenue.

 

Over 100 years of Experience

 

 

Knowledge. Integrity. Service.

 
Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

Newsletters

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

More Newsletters →