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Opportunities
Do Something Big - Your Practice, Your Future, Our Support.
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LPL Financial
LPL Financial is the nation's largest independent broker-dealer*, a leading independent consultant to retirement plans, and a partner to more than 14,000 financial advisors and approximately 700 financial institutions. (*As reported by Financial Planning magazine, June 1996-2014, based on total revenue.)
Regional
America Group Retirement Strategy Centers are headquartered in Southfield, Michigan and have branches comprised of independent, banking and credit union offices with over 75 financial advisors serving the Mid-West Region.
Local
America Group advisors are deeply committed to their local communities and firmly believe in giving back and helping others. Learn more about what our advisors do for their communities.
Helpful Content
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Rightsizing for Retirement
What does your home really cost?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.