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
A Bipartisan Stimulus Plan—Including More Checks—Is Coming. But Will It Break The Stalemate?

A Bipartisan Stimulus Plan—Including More Checks—Is Coming. But Will It Break The Stalemate?

September 15, 2020

After weeks of stalled negotiations over the next round of federal coronavirus aid, a bipartisan group of 50 House lawmakers has prepared a new proposal designed to bring together Washington’s bitterly divided factions and restart negotiations ahead of the November election. Here’s what we know about the long-shot plan.


Read this article on Forbes
World May Not Return To Pre-Pandemic ‘Normal’ Until At Least 2022, Warns WHO, Bill Gates

World May Not Return To Pre-Pandemic ‘Normal’ Until At Least 2022, Warns WHO, Bill Gates

September 15, 2020

The world may not be able to return to a pre-pandemic lifestyle until at least 2022, billionaire Bill Gates and Dr. Soumya Swaminathan, chief science officer at the World Health Organization, said this week.




Read this article on Forbes

Helpful Content

Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The History of Currency

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

 

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

View all articles arrow

Comparing Mortgage Terms

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

Disability Income

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

Saving for College

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

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Federal Income Tax

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

Bi-Weekly Payments

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

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

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.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

View all videos arrow