Broker Check

LPL Financial - Lake Havasu City, AZ

  • (928) 453-8332
  • 94 Acoma Blvd S., Suite 100
  • Lake Havasu City, AZ 86403
 
Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

IT'S ALL ABOUT YOU!

LPL Financial of Lake Havasu City is a fully independent firm, able to provide our clients objective financial services and advice. Because LPL Financial does not offer proprietary products, we’re free to concentrate on finding investments that suit your needs. Today, our clients are more unique than ever, from a retiree to a business owner who is still accumulating wealth, so we offer customized, creative strategies. Since opening in 2007, we continue to develop close, life-long relationships, and comprehensive plans, which help our clients pursue their financial goals.

You’ve worked too hard to risk your finances – your future - with just anyone.  Kimberly LaParne, Branch Manager, with over 30 years of industry experience, aims to make the complicated simple, by explaining and educating our clients, so you can feel more confident about the decisions you make regarding your financial health, with the help of a trusted wealth advisor.

Take a few minutes to view our website pages, watch a short video clip or two, use some of the calculators, and look at the products and tools, we have available. We set our sights on preserving your wealth and exceeding your expectations. Please call or email us and we’d be happy to set an appointment or answer any questions you may have.

Helpful Content

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

 

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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