Broker Check
Retirement Estate Investment

Advice

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

Learn More

Service

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

Learn More

Performance

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

Learn More

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

The Cost of Procrastination

The Cost of Procrastination

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

Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

 

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

View all articles arrow

My Retirement Savings

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

Disability Income

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Long-Term-Care Needs

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

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.

What Is My Current Cash Flow?

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

View all calculators arrow

An Inside Look at Retirement Living

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

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

5 Smart Investing Strategies

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

Your Cash Flow Statement

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Perception vs. Reality

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

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

16 Wall Street Cliches in 60 Seconds

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

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

View all videos arrow