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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Your Business: Reasons to Keep Personal and Business Finances Separate
Find out why it’s important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes.
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Is Your Home Office Also a Tax Shelter?
This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it.
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Company Stock and Your Retirement Strategy
This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.