Resources

USEFUL CONTENTResources

This resources page is your home base for content related to financial planning. From the weekly market commentary, presentations, and videos, to calculators you will find plenty of educational content and topics that will pique your interest.

About LPL

LPL’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.

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Market Commentary

Market updates from top LPL Financial research strategists. Up-to-date market trends.

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Articles

Financial topics that vary from retirement, tax, investments, insurance, estate to lifestyle.

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MEET OUR TEAM

We guide you and your family through every step of your financial planning journey, breaking down the complexities into clear and understandable terms.

Hugh Lau, CIMA®

Hugh Lau, CIMA®

Managing Director

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Jo Kreitman

Jo Kreitman

Branch Operations Manager

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Shannon Lau

Shannon Lau

Marketing Director

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Value and respect you and your family deserve

We want to put our experience and philosophy of optimism and dedication to work for you, helping you invest your box of lemons into a lasting legacy.

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