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Research
We have placed some extremely valuable resources on this website, relating to various financial topics.  Whether you are purchasing a home, planning for retirement, caring for a parent, dealing with the loss of a spouse, or many other situations, we trust you will find these resources helpful.

If you would like to speak about any of these life situations in more detail, please call or email us, whatever is more convenient for you.  Contact Us.
Life Event Articles
The Life Events page is designed to be a research hub for you.  As you consider all the issues surrounding your current situation, this page can serve as a great starting point.  Simply click HERE to visit the page, and begin perusing the various articles that are pertinent to your situation.
Life Event Calculators
Whether you are trying to figure out how much money you need in retirement, how much to save for your kids' college tuition, whether or not to invest in a ROTH or a Traditional IRA, analyzing your social security benefits, or many other situations, the financial calculators found HERE, will assist you.  They are intuitive to use and will provide you with graphs/charts so that you will clearly understand the results.
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 The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly.

The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal advisor.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: AZ, CA, CO, FL, IL, KS, MD, MA, MI, MN, NV, NJ, OH, PA, TX and WA.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, FL, IL, KS, MD, MA, MI, MN, NV, NJ, OH, PA, TX and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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