For Clients
For Clients

WHO WE ARE
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.
HOW WE SUPPORT YOUR FINANCIAL PROFESSIONAL
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.
LOGIN TO YOUR ACCOUNT
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.
Social Security: The $64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.