Thank you for being a valued client of LA Member Choice Wealth Management and LPL Financial.
LPL Financial provides an integrated platform of independent research, technology, brokerage, and investment advisory services to over 13,500 financial advisors as the nation’s largest independent broker/dealer,* with over $400 billion in brokerage and advisory assets under management as of September 30, 2013.
* As reported in Financial Planning magazine 1996-2014, based on total revenues.
Why us?
Find out why our objectivity, independent research, state-of-the-art technology, and integration with your existing financial professionals makes us stand out. (Learn More) |
| Retirement
We are committed to your long-term success. We will help you develop and execute a strategy tailored to your goals and one to help increase your wealth over time. (Learn More) |
| Wealth Vision
Wealth Vision is an advanced technology tool that enables you to monitor all of your finances from a single central portal. Accessible through any computer, cell or tablet. (Learn More) |
Helpful Content
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
How Income Taxes Work
A quick look at how federal income taxes work.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Social Security: The $64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.