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Create Your Investment Plan
Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives.
Start HereLPL Account View
Access your secure online client portal to view investment account information on your computer, tablet or smartphone.
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Risk Tolerance Is About You, Not the Market
An investor’s personal situation should be considered when assessing his or her risk tolerance.
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Insurance with Potential Cash Value
Universal life and variable universal life insurance have risks and potential benefits, including a death benefit with a tax-advantaged savings element.
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Oil Prices and the Economy
The relationship between oil prices and GDP growth has become more complicated in recent years due to the expanded U.S. presence in the global oil market.
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Competing Goals: Pay Off Student Loans or Save for Retirement?
Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Savings Accumulation
Estimate the future value of your current savings.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?