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Advice

Each client has a different Money Personality, which determines their risk tolerance and how they prioritize their financial goals.

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Service

We provide our clients with a "One Call Solves It All" approach to developing, implementing and updating their entire financial situation.

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Performance

We strive to deliver what clients want most - access to a wide range of investments and consistent, risk-adjusted investment returns over time.

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Integrity, Experience, Value - We work for Main St. - NOT Wall St. 

Here at LPL Financial we strive to create a planning solution where advisory fees are transparent and the professional services are all-inclusive. If you desire convenience and understand the value of experience and integrity, then LPL Financial is the firm for you.

2221 Camino Del Rio South-307, San Diego 92108

Phone (619) 462-3400 • thomas.trax@lpl.com

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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.

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Use this calculator to estimate your capital gains tax.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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This calculator can help you estimate how much you may need to save for retirement.

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

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An Inside Look at Retirement Living

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The importance of life insurance, how it works, and how much coverage you need.

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Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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A bucket plan can help you be better prepared for a comfortable retirement.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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Extended Care: A Patchwork of Possibilities

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

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