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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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New Jersey LCV Gala

New Jersey LCV Gala

June 12, 2023

LPA Strategic Capital and Coastal Strategic Capital proudly supporting the New Jersey LCV.

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Tropical Storm Warnings On East Coast As Yet Another Atlantic Threat Looms

Tropical Storm Warnings On East Coast As Yet Another Atlantic Threat Looms

September 21, 2023

Tropical storm warnings have been issued for portions of the mid-Atlantic from North Carolina through Virginia for the weekend, the National Hurricane Center announced Thursday, as the latest threat in this year’s Atlantic storm season—-potentially the 16th named storm—could bring heavy rain, strong winds and “life-threatening” rip currents.

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NASA UAP report finds no evidence of "extraterrestrial" UFOs, but some encounters still defy explanation

NASA UAP report finds no evidence of "extraterrestrial" UFOs, but some encounters still defy explanation

September 14, 2023

Washington — An independent group of scientist and experts convened by NASA found no evidence that unidentified anomalous phenomena, known as UAPs or UFOs, are "extraterrestrial" in nature, but stressed that better data is needed to understand some encounters that have defied explanation.

Read this article on CBS News

Helpful Content

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Why Regular Rebalancing Makes Sense

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.

 

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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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Tax Freedom Day

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

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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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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