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
The Business Cycle
How will you weather the ups and downs of the business cycle?
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
View all articles 
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
View all calculators 
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Retirement Redefined
Around the country, attitudes about retirement are shifting.