Your choice for Financial Services
Tailored Wealth Management
Our priority is helping you take care of yourself and your family. LPL Financial wants to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
We create strategies tailored to your goals.
We're prepared to guide you through life's transitions.
We operate our business with ethics and integrity.
Let's talk about your investment strategies.
"An investment in knowledge pays the best interest."
- Benjamin Franklin
Welcome! This website is intended as a comprehensive reference for issues relating to wealth accumulation, management, and distribution. Included here are numerous calculators, research reports and newsletters that can help you to improve your financial IQ relating to insurance, investing, retirement, estate planning, and wealth preservation. Please take some time to explore and familiarize yourself with the information presented here.
Most importantly, I hope to provide you with understanding about the value of working with a skilled independent professional to help you plan your financial future. I'm here to provide you with plain talk about the basic concepts of financial management and as a resource for all your investment needs. Be sure to add this site to your "favorites" list in your Internet browser. Information provided is frequently updated so visit often and refer your friends!
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
Laura has been actively managing investments since 1988. Her financial planning expertise includes retirement, asset allocation strategies, mutual funds, separately managed accounts and college planning. She focuses on consistent...
Executive Administrative Assistant
Rhonda grew up in Springfield, Oregon. She recently moved back to Oregon after living in Kentucky for 10 years. She has a Bachelor's degree in Marketing/Fashion Merchandising from Oregon State University and a Master's...