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?