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.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much of your Social Security benefit may be considered taxable.
There are some key concepts to understand when investing for retirement
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How do the markets usually react to elections? Was the 2016 election any different?
A special needs trust helps care for a special needs child when you’re gone.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What are your options for investing in emerging markets?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.