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Susan Powell, CFP, LPL Financial Consultant

CA Insurance Lic#0D37170

1432 Edinger Avenue, Suite 140
Tustin, CA 92780

Phone:

714-665-2960

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

LPL Financial

Today's investment climate offers unprecedented opportunities. At LPL Financial, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

1. A clear understanding of their financial goals
2. A well-defined roadmap for pursuing those goals
3. Ongoing advice to help adjust their roadmap when their needs change

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial plan that fits their unique needs and enables them to meet both short- and long-term objectives.

On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial plan. You'll also find calculators that will help you assess your current and future needs. As a special service to our clients, we have added an account view link, now you can log in to check your personal accounts 24 hours a day.

For help with your financial management, or for more information on LPL Financial, please contact us today.

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Estimate the future value of your current savings.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

How much Disability Income Insurance do you need?

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