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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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Social Security: The \$64,000 Question

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The Ivory Tower Changes Wall Street

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This questionnaire will help determine your tolerance for investment risk.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Home Mortgage Deduction

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Managing Your Lifestyle

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

Protecting Those Who Matter Most

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There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

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

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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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Saving for College 101

Here’s a crash course on saving for college.

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A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Should You Invest in Exchange Traded Funds?

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