Our first priority is your helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
LPL Research: Street View
Take a look at the most recent video posted by LPL Finanical's official YouTube channel for market insight.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Four vacation destinations you might never have thought of.
Is your estate in order? This short quiz may help you assess your overall strategy.
One way to find money is to examine your current spending habits and eliminate money wasters.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator demonstrates the power of compound interest.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Here’s a crash course on saving for college.
$1 million in a diversified portfolio could help finance part of your retirement.