Welcome to LPL Financial
We believe that objective financial guidance is a fundamental need for everyone. We enable our clients to focus on what they do best—create the personal, long-term relationships that are the foundation for turning life’s aspirations into financial realities.
Through our proprietary technology and a suite of customized services, we enable our clients to focus on creating the personal, long-term relationships that are the foundation for turning life’s aspirations into financial realities.
One of the most important financial decisions you can make is to seek the advice of a trusted, qualified financial advisor near you to help you handle your financial priorities.
What We Do for You
Tara is a Private Wealth Advisor, Chartered Retirement Planning Counselor and Certified Divorce Financial Analyst who is dedicated to providing personalized service to each and every client. She has worked with clients in various stages of life and is dedicated to learning more about her client’s personal goals as well as their financial goals, so that she can keep her clients on track for what is most important to them. She values the relationships she builds with her clients and provides on-going, proactive follow-up through regular reviews.
Before You Invest
Before you invest, it’s important to determine your investment objectives to ensure your LPL Financial advisor makes the most suitable recommendations based on your goals, your tolerance of risk, and the immediacy of your financial needs.
LPL advisor, Tara Holthus will ask for information about your investment objectives and personal financial situation, including your income, net worth, and investment experience.
After You Invest
A financial advisor help manage your total financial life. LPL financial advisors have the tools to help you pursue your goals.
When you choose an LPL advisor, you can be confident that your advisor will have access to independent research, state-of-the art technology, innovative investment tools, and the exceptional support that allow your advisor to devote his or her full attention to your needs and objectives.