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: What Are the Costs of the Government Shutdown?
Explore the cost of the longest government shutdown in recent history, from its economic impact to its effect on public safety and services.
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Life Insurance with Long-Term Care Benefits
Concerned about the costs of long-term care? Discover two strategies that combine life insurance coverage with LTC benefits.
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Watch Out for Scams That Target Businesses
Financial scams aimed at businesses are on the rise. See which potentially costly schemes owners and employees need to look out for.
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HOT TOPIC: U.S.-China Trade War: Who Pays the Price?
A look at the issues behind the trade war with China, as well as who will carry the costs of the tariffs and the potential effect on the U.S. economy.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.