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Families & Individuals

We can help you make better, more informed decisions to increase the probability of your long-term financial success.

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Business Owners

We help business owners plan for the single, most critically important financial event of their lives - the transition OUT of their business.

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Experience the LPL Difference

At LPL Financial we help people realize that True Wealth is more than money. True Wealth is your family, your health, your faith, your career, your passions and the people and relationships that are most important to you.

Our Commitment is to develop plans and programs that match your priorities for a lifetime -- and beyond.

As our clients discover their Meaningful Purpose, our greatest satisfaction comes in helping them realize their dreams and expectations in ways they never imagined possible.

Located in Chesterfield, MO, a suburb of St. Louis, our team serves clients throughout the U.S. in their financial planning and wealth management needs. Please consider LPL Financial and "Experience the LPL Difference" for yourself. Contact us today at (636) 200-4160 to schedule a complimentary Discovery Session.

Helpful Content

Inflation - Back to the Future

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

 

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Surprises

Making the most of surprises is a great reason to work with us.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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