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Getting Started with LPL Financial

The LPL difference

At LPL Financial we are not locked into selling you only our investment products like many other firms. In fact, we do not offer ANY proprietary products – we only offer objective, conflict-free advice to help you choose the investment products and...  more >>

Preparing for your first meeting

Your initial consultation with a financial advisor is complimentary. Find out what to bring, questions to ask and what to expect. Let’s get started >> 

How financial planning makes a difference

True financial planning is based on a long-term, one-to-one relationship with an advisor and involves a comprehensive, ongoing approach to managing all areas of your financial life. Find out what financial planning can do for you. >>

Answers to Today’s Top Retirement Questions

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Retirement Planning

What does "retirement" mean to you? However you define it, planning is the key to enjoying a long-lasting retirement. Stop by our office and pick up your free, no obligation retirement planning kit. Your first step on your path towards retirement.

Financial Articles & Market Insights

LPL Financial Research

We recognize the critical role that timely, independent, objective research plays in helping to clarify the financial landscape. This leads to more informed decisions for you, our valued clients. Our research team provides investment research and advice you can use. More >>

Beige Book: Window On Main Street

Our new Beige Book Barometer for the three Fed districts with the most energy-related economic activity reveals more weakness. More >>

Oil's Long Bottoming Process

We have tempered our previous enthusiasm for the energy sector and at current oil price levels view it as a market performer. More >>

Parsing Puerto Rico

Puerto Rico’s debt crisis remains isolated and not symptomatic of the broad municipal bond market. More >>