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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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Here’s How Many Hurricanes Federal Forecasters Expect This Year

Here’s How Many Hurricanes Federal Forecasters Expect This Year

May 25, 2023

The National Oceanic and Atmospheric Administration on Thursday projected 12 to 17 named tropical storms and hurricanes this year, a roughly average storm season that puts it on pace to reach last year’s total, though as of this week there are no tropical storms in sight.

Read this article on Forbes
Surge in passport demand causing lengthy delays, jeopardizing summer travel plans for many

Surge in passport demand causing lengthy delays, jeopardizing summer travel plans for many

May 18, 2023

Summer travelers planning to venture abroad are facing a new challenge: delays in obtaining passports. An unprecedented surge in demand for travel documents has created a growing backlog, causing significant delays for those hoping to embark on international trips.

Read this article on CBS News

Helpful Content

What Is My Risk Tolerance?

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Exploring the Federal Student Grant Program

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

Tax Freedom Day

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

 

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Prescription Drug Benefits Under Medicare (Part D)

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Managing Your Lifestyle

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

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

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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