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Company Name - City, State

 
  • 28300 Kensington Lane Suite 100, Perrysburg, OH 43551
  • Office: 419-872-0067
  • Toll Free: 800-875-1786

NO ONE STRATEGY FITS EVERYONE LPL Research Midyear Outlook 2019 AN APPROACH DESIGNED FOR YOU UNDERSTANDING YOUR GOALS

Dennis Kersten

LPL Financial Advisor

Office: 419-872-0067

dennis.kersten@lpl.com

Brad Kersten

LPL Financial Advisor

Office: 419-872-0067

brad.kersten@lpl.com

Kevin Kersten

LPL Financial Advisor

Office: 419-872-0067

kevin.kersten@lpl.com

Who we Are

We can help take some of the mystery out of preparing for your financial future.

What We Do

Insight and information for employers and employees.

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Revising Estate Strategy Assumptions

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A Look at Systematic Withdrawals

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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This questionnaire will help determine your tolerance for investment risk.

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This calculator can help determine whether it makes sense to refinance your mortgage.

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Estimate your monthly and annual income from various IRA types.

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A presentation about managing money: using it, saving it, and even getting credit.

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The Power of Tax-Deferred Growth

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There are three things to consider before dipping into retirement savings to pay for college.

The Business Cycle

How will you weather the ups and downs of the business cycle?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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