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.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Understanding how a stock works is key to understanding your investments.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Do your insurance needs stay the same when the nest empties?
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.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
With alternative investments, it’s critical to sort through the complexity.
Do you have causes that you want to support with donations? Here are three tips.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.