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Your Team at LPA Strategic Capital

(732) 462-1180

Speculating vs. Investing Saving for College & 529 Plans Our Team.
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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
LPA Strategic Capital Announces New Branch

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.

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Gas prices are now lower than before Russia's invasion of Ukraine

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. 

Read this article on CBS NEWS
2 killed in helicopter crash near North Carolina interstate, police say

2 killed in helicopter crash near North Carolina interstate, police say

November 22, 2022

A helicopter crashed on the side of an interstate highway in Charlotte, North Carolina, on Tuesday, killing two people. 

Read this article on CBS News

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Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Data Thieves from Outer Space

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

Financial Aid for Students 101

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

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

How Retirement Spending Changes With Time

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.

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Saving for College

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

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Self-Employed Retirement Plans

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

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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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.

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Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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