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.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Read this overview to learn how financial advisors are compensated.
Calculating your potential Social Security benefit is a three-step process.
An increasing number have been developed to help individuals with their personal finances.
Retirees traveling abroad need to know that their health insurance travels with them.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator demonstrates the power of compound interest.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your capital gains tax.
Use this calculator to compare the future value of investments with different tax consequences.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are three things to consider before dipping into retirement savings to pay for college.
When should you take your Social Security benefit?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are hundreds of ETFs available. Should you invest in them?
You’ve made investments your whole life. Work with us to help make the most of them.
Investors seeking world investments can choose between global and international funds. What's the difference?