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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

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Taking regular, periodic withdrawals during retirement can be quite problematic.

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Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

 

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

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And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

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When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

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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 calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Estimate how much you have the potential to earn during your working years.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Estimate how much income may be needed at retirement to maintain your standard of living.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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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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Learn more about taxes, tax-favored investing, and tax strategies.

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

Long-Term-Care Protection Strategies

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

Investment Strategies for Retirement

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

Protecting Those Who Matter Most

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

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Events on Wall Street

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

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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?

Emerging Market Opportunities

What are your options for investing in emerging markets?

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Pundits say a lot of things about the markets. Let's see if you can keep up.

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