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.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
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When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
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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...