Monroe Office
15621 S. Telegraph Road
Suite 102
Monroe, Michigan 48161
Phone: (734) 241-2172

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Bedford Office
7433 Jackman Road
Temperance, Michigan 48182
 
Phone: (734) 224-4640 

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Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths
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Understanding Today’s Financial Environment

At the Monroe offices of LPL Financial, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call us at one of our two locations.

Monroe (734) 241-2172

Bedford (734) 224-4640

Helpful Content

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Buying vs. Leasing a Car

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Does Your Credit Score Affect Your Insurance Rates?

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Estimate Your RMD

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5 Smart Investing Strategies

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

Retirement Plan Distributions

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Keys to Investing for Retirement

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

It May Be Time for a Financial Checkup

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Ready for Retirement?

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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