Skip to main content
  • Home
  • About Us
    • Our Location
    • Tell A Friend
  • Resources
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Request A Quote
    • Annuity
    • Long-Term Care Insurance
    • Life Insurance
    • Disability Income Insurance
    • 401(k) Information Request
    • Information Request
  • Contact Us

14-16 Masons Island Road, Suite 2A Mystic,

E-mail:

  • Linda.J.Lee@lpl.com
  • Clare.Sheridan@lpl.com

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Digital Deception: Watch Out for Cybercrime

As online commerce and recordkeeping have expanded, so has cybercrime.
More Videos »
Transcript

Newsletters

  • Making It Make Sense: The Roth 5-Year Rule

    Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

  • HOT TOPIC: 530A Trump Accounts Officially Open

    A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

  • Teens Say Social Media Takes a Toll on Mental Health

    Many parents are concerned about the well-being of their children as they navigate the digital landscape.

  • Test Your Knowledge of Estate Planning

    Taking this quiz may help increase understanding of estate planning.

More Newsletters »

Calculators

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

More Calculators »

LPL Financial Form CRS

  • Site Map