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David B. Hart, CFP®
2151 Defense Highway, Suite 10
Crofton, MD 21114

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David B. Hart, CFP®

443-292-6943

 
Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

Retirement Planning and Wealth Management in Crofton, Maryland

With the large selection of financial advisors in your community, it is difficult to know whom you can trust. As a fully independent firm, we are able to provide our clients unbiased financial services and advice. Because LPL Financial does not offer proprietary products, we are free to concentrate on finding investments that suit our clients’ individual needs.

In addition to having trust in your advisor, you should also feel confident that he/she provides you with suitable advice. The advisors at LPL Financial focus on helping our clients pursue their goals through comprehensive wealth management. We strive to provide clear direction for our clients with strategies designed to help build wealth, reduce risk and benefit others in meaningful ways. This, combined with the relationships we build, can help our clients feel confident with their financial future.

Clients today are more diverse than ever, and we respect each client for his/her individuality. Because each client is unique, we offer customized wealth management advice with creative strategies tailored to our clients’ financial objectives

Helpful Content

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Six Surprising Facts About Retirement Confidence

Six Surprising Facts About Retirement Confidence

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How Financial Professionals Are Compensated

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Tax Efficiency in Retirement

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Where Will Your Retirement Money Come From?

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Here are 5 reasons why you may consider working through retirement.

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

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Explore how compound interest can grow your money over time with this interactive tool.

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Get a snapshot of your overall financial picture by calculating your total net worth.

My Retirement Savings

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Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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