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.
Gas prices are now lower than before Russia's invasion of Ukraine
December 1, 2022
Americans are now paying less for gasoline than they did before Russia invaded Ukraine in February as fuel prices continue to drop amid slowing demand across the globe.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
To choose a plan, it’s important to ask yourself four key questions.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
What kind of auto insurance should you have? Do you know?
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A couple become Retirement Plan Detectives, searching records from old employers.
What if instead of buying that vacation home, you invested the money?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
An amusing and whimsical look at behavioral finance best practices for investors.
The market is as unpredictable as the weather. We’d love to help you prepare.