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
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.