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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 2021 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.

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Marriage changes everything, including your insurance needs.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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This calculator compares the financial impact of leasing versus buying an automobile.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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This calculator demonstrates the power of compound interest.

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

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

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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

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Principles that can help create a portfolio designed to pursue investment goals.

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Using smart management to get more of what you want and free up assets to invest.

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

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A bucket plan can help you be better prepared for a comfortable retirement.

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There’s an alarming difference between perception and reality for current and future retirees.

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Explaining the SECURE Act and how the changes affect your retirement strategy.

Estate Management 101

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Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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