Our mission is to help your financial professional serve your financial needs by providing them with tools and resources to manage your account and develop appropriate investment solutions based on your goals.
Your financial professional is supported by a network of independent partners, who bring strategies that are designed to work for today and tomorrow. All with one goal in mind — your success.
LPL Financial provides your financial professional with back office, technology, regulatory and operational support to help further your financial well-being.
Through our firm, your financial professional can offer you access to thousands of diverse financial options. We are not in the business of creating and marketing our own investment products. This allows your financial professional to offer professional investment advice.
We provide your financial professional with clearing services through LPL Financial. A clearing firm works with various financial exchanges to handle confirmation, delivery and settlement of your financial transactions.
Use the links below to login and access your investment accounts with LPL, Fidelity Clearing & Custody Solutions.
LPL partners with many financial institutions. If you are unsure which financial institution your account or policy is carried with, contact your financial representative.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Are women prepared for a 20-year retirement?
This checklist can give you a quick snapshot of how prepared you are.
Here are five facts about Social Security that are important to keep in mind.
When to start? Should I continue to work? How can I maximize my benefit?
There are common mistakes you can avoid when saving for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Around the country, attitudes about retirement are shifting.
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
There are three things to consider before dipping into retirement savings to pay for college.
A bucket plan can help you be better prepared for a comfortable retirement.
Learn about what risk tolerance really means in this helpful and insightful video.
Make your retirement as exciting as your next vacation.