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2288 Oakmont Way, Eugene, OR 97401

(541) 686-4353
mark.lerfald@lpl.com
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Financial Strategies

Effective solutions for every stage of life.

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Investment Advice

Smart financial advice for the discerning investor.

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Estate Planning

Preserve a legacy that will last.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our Three-Step Process

Every action we take is based on our data-driven, 3-step process.

Evaluate

Data-driven analysis is the foundation for everything we do.

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Plan

Individualized strategies ensure that your goals are always a priority.

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Implement & Monitor

Our comprehensive financial management means we're ready to address your every need.

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You Deserve Your Own Personalized Financial Strategy

You Deserve Your Own Personalized Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.
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A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
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Meet Mark

Client Centered

Mark Lerfald
LPL Financial Advisor

Mark began his career as a trusted advisor in 1984 and holds the Financial Series 7, 63, and 65 Registrations from the Financial Industry Regulatory Authority (FINRA). Mark is also General Securities licensed and is an Investment Advisor Representative with LPL Financial. Separately, he is...

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

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