Planning for Insurance Needs

Life insurance?—long-term health insurance?—accident insurance? What do you need and how much of it do you need? Our goal is to help you make realistic decisions and choices to provide you with peace of mind.

A view of the Amalfi harbor - Planning for Insurance needs

Planning for College Expenses

You need to anticipate what college will cost you or someone in your family. You have heard horror stories and want to get a reality check. We would love to discuss this with you and help you make a plan.

A view of the Amalfi Harbor - Planning for college expenses

Planning for Retirement

YOU HAVE STARTED TO THINK ABOUT YOUR RETIREMENT, AND IT IS NEVER TOO SOON. WHAT FACTORS MUST YOU CONSIDER? WHAT REALITIES MUST YOU FACE? LET US KNOW IF WE CAN HELP YOU MAKE THESE IMPORTANT DETERMINATIONS.

A view of the Amalfi Harbor - Planning for Retirement

Disclaimer: All financial calculators are provided as is, for informational purposes only. No guarantee is expressed nor implied. Current Assets assumes no responsibility for their use. No information on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction. Registered Representatives of LPL Financial whose identities and association with Current Assets, are disclosed on this site may only discuss securities or transact business with persons who are the residents of the following states: CA, CT, IN, MA, MD, NJ, NY, PA, TN, VA. If your state of residence is not listed, please locate an LPL Registered Representative in your state of residence by accessing http://www.lpl.com or by calling 1-800-877-7210.