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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 Outlook 2020 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

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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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Helpful Content

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

 

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The importance of life insurance, how it works, and how much coverage you need.

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

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Have you found yourself suddenly single? Here are 3 steps to take right now.

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A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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