Broker Check

Your Team at LPA Strategic Capital

(732) 462-1180

Speculating vs. Investing Saving for College & 529 Plans Our Team. The SECURE Act
Agent Photo

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. 


About Us
How The PGA Tour Will Deal With A Post-Tiger Woods World

How The PGA Tour Will Deal With A Post-Tiger Woods World

February 25, 2021

The Tour has long banked on Woods as a one-man stimulus for ratings. His most recent accident will force it to get innovative.

Read this article on Forbes
Hundreds of thousands still without power in Texas as new storm hits eastern U.S.

Hundreds of thousands still without power in Texas as new storm hits eastern U.S.

February 18, 2021

The number of homes and businesses in Texas without electricity fell to fewer than 600,000 by Thursday morning, according to poweroutage.us.  But that's still a huge number, and problems born in the winter weather emergency persisted.

Read this article on CBS News

Helpful Content

Inflation - Back to the Future

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

 

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

View all articles arrow

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Doubling Your Money

This calculator demonstrates the power of compound interest.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

View all videos arrow