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.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
The tax rules that govern donating art are complex and confusing. Take a closer look.
A change in your mindset during retirement may drive changes to your portfolio.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Taking regular, periodic withdrawals during retirement can be quite problematic.
It's important to understand the pros and cons when considering a prepaid debit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
That big list of dreams and goals isn't the only way to look at your bucket list.
Why are 401(k) plans, annuities, and IRAs so popular?
Taking your Social Security benefits at the right time may help maximize your benefit.
With alternative investments, it’s critical to sort through the complexity.
Here’s a crash course on saving for college.