What is LPL Financial and what makes it different from other financial firms?

LPL Financial is one of the nation's leading financial services companies and a publicly traded firm under the ticker symbol LPLA. Unlike many other firms, LPL does not offer proprietary investment products or engage in investment banking. This ensures that financial advisors affiliated with LPL are free from sales pressure and can provide objective financial guidance tailored to each client’s needs.

What insurance solutions are available through LPL Financial?

•Group & Individual Health Insurance •Medicare Supplements •Long-Term Care Insurance •Disability Insurance Whether you're planning for retirement or securing workplace benefits, LPL provides trusted coverage designed around your needs.

What types of financial services does LPL Financial offer?

LPL Financial provides a wide range of services including: •Wealth & Money Management •Investment options such as Stocks, Bonds, Mutual Funds, and ETFs •Personalized financial planning for retirement, education, and estate goals These services are delivered by experienced financial advisors using •LPL’s robust tools and resources.

How can I request a consultation or get in touch?

You can reach us by: Phone at (815) 942‑3527 or Email via d.roepoundstone@lpl.com

What can I expect during a consultation?

We'll explore your financial situation and goals—such as retirement planning, coverage needs, or investment direction. This includes evaluating your current portfolio, risk tolerance, and providing tailored strategies aligned with your objectives.