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.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Is your estate in order? This short quiz may help you assess your overall strategy.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
There are common mistakes you can avoid when saving for retirement.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are three things to consider before dipping into retirement savings to pay for college.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Even low inflation rates can pose a threat to investment returns.
If you died, what would happen to your email archives, social profiles and online accounts?
Do you have causes that you want to support with donations? Here are three tips.
Smart investors take the time to separate emotion from fact.