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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


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 >>

Bob's Beige Book

We examine the economic, political, and market landscape through the lyrics of Bob Dylan, who won the Nobel Prize for Literature last week. More >>

“Taking Stock of Technicals and Sentiment”

“We take a closer look at market technicals and sentiment this week with the historically volatile second half of October upon us.” More >>

High-Yield: Cautiously Optimistic

High-yield’s impressive year-to-date performance has left the market on the expensive side of fair value and susceptible to pullbacks related to equity market or oil weakness. More >>