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
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
College Savings
See how much you may need to save now to cover future college costs for your child.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.