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Advice

Each client has a different Money Personality, which determines their risk tolerance and how they prioritize their financial goals.

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Service

We provide our clients with a "One Call Solves It All" approach to developing, implementing and updating their entire financial situation.

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Performance

We strive to deliver what clients want most - access to a wide range of investments and consistent, risk-adjusted investment returns over time.

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Integrity, Experience, Value - We work for Main St. - NOT Wall St. 

Here at LPL Financial we strive to create a planning solution where advisory fees are transparent and the professional services are all-inclusive. If you desire convenience and understand the value of experience and integrity, then LPL Financial is the firm for you.

2221 Camino Del Rio South-307, San Diego 92108

Phone (619) 462-3400 • thomas.trax@lpl.com

Helpful Content

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Insurance Needs Assessment: Married With Children

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

 

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Current Cash Flow?

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

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

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

Principles of Preserving Wealth

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

Protecting Those Who Matter Most

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

5 Smart Investing Principles

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Surprises

Making the most of surprises is a great reason to work with us.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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