
Our Team of Financial Advisors
As a fiduciary, our first priority is helping you take care of yourself and your family.
Based in Freehold, New Jersey, with a network of clients across the country, we are a group of experienced financial advisors with the aim of turning your dreams into plans. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

LPA Strategic Capital Announces New Branch
Over the years, LPA Strategic Capital has evolved to incorporate new approaches and processes designed to help our clients achieve their financial goals. As we have continued to build our business on referrals, it has expanded our relationships outside of New Jersey. In addition - many of our long-term clients have moved to the south, particularly as they retire. The Carolinas have been a very common destination.
With this in mind, we are writing to share with you some exciting news. Please join us in welcoming Coastal Strategic Capital located on Daniel Island in Charleston, SC to our firm. We believe they will be a great addition to our team and more importantly will bring a great deal of value to all of us.

Home listings surge, but mainly for houses priced above $250,000
July 28, 2022
The chronic shortage of homes for sale that's made fierce bidding wars common and sent prices to record highs has long frustrated homebuyers. After a streak of annual declines going back three years, the number of homes for sale finally rose on an annual basis in May and June.

Here’s How Much The $1 Billion Mega Millions Winner Will Actually Take Home After Taxes
July 27, 2022
The Mega Millions lottery jackpot surpassed ten figures Tuesday after no ticket matched all six numbers drawn, pushing Friday’s potential winnings up to $1.025 billion - but because of taxes, the winner will take home significantly less cash.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.

Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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For homeowners who think their property taxes are too high, there are ways to appeal.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
How Compound Interest Works
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Behavioral Finance
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Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.