Professional advice you can trust
Duncan McRae
at LPL Financial
Serving investors for over 30 years
Today's world can change at the speed of light. That change means that there are opportunities around every corner. At LPL Financial we have the tools and the knowledge to help you take advantage of those opportunities.
With so many different investment products available, planning for the future can be confusing and intimidating. At LPL Financial we customize a plan to fit you and your plans for the future.
Please take some time to browse our website. Under the Learning Center Tab you'll find links to some informative articles that are great learning opportunities. You can also use our various financial calculators. They can help you to get an idea of where you are and where you want be down the road. Once you have an idea of what you want to accomplish we can show you how to pursue your goals.
Click on contact us to fill in a quick online contact form or stop in and plan for your financial future today.
Newsletters
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HOT TOPIC: Revisiting the 4% Rule
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
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Five Tips to Regain Your Retirement Savings Focus in 2021
This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
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New Fed Policy Suggests Low Rates for the Long Term
The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.