Families & Individuals
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We help business owners plan for the single, most critically important financial event of their lives - the transition OUT of their business.Learn More
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.
Social Security: What’s Changing in 2016?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Bonds may outperform stocks one year only to have stocks rebound the next.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The decision whether to buy or rent a home may have long-term implications.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, cracking the code on bonds.
Smart investors take the time to separate emotion from fact.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?