Photo of Luke Brown Photo of Vicki Holt Photo of Nicole Coar
  • 269-982-2710
  • 866-751-1241
midyearoutlook.jpg lpl1.jpg lpl2.jpg lpl-move.jpg

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 financial advisors, Luke Brown or Vicki Holt, 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

beam184.jpg

Retirement Planning

What does "retirement" mean to you? However you define it, planning is the key to enjoying a long-lasting retirement. More... >>

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 >>

Central Bankapalooza

The market is not expecting the ECB to begin QE this week, although other forms of policy support are likely. More >>

Midterms May Mean More Gains for Stocks

With the midterm elections now just two months away and campaigning starting to heat up, we thought we would share our current views on the political landscape and what it may mean for U.S equities. More >>

Growth Signals

The combination of additional cuts to overnight borrowing rates and the announcement of the ABS purchase program was slightly more than expected from the ECB. More >>