Our Services

LPL Financial Services offers independent financial planning and advice in the following key areas:  retirement planning, investment planning, risk management, college funding, and estate conservation.

Our services are designed to help you answer the following questions:

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • How can I get the most out of my 401(k)?
  • Should I have a traditional IRA or a Roth IRA?
  • How can I maximize the return on my investments while reducing risk?
  • How can I "inflation-proof" my investment income?
  • Do I need disability insurance or long-term care insurance?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?