Welcome to LPL Financial.
We are your local full-service, investment firm committed to helping you pursue your dreams. At LPL Financial we offer a range of financial products and services to individuals and business owners.
Please feel free to browse through our website. We have many informative articles, E-Seminars and financial calculators.
If you have any questions, please contact me at (406) 293-7725 or email me at:
After filing last year’s tax return, it may be a good time to adjust income tax withholding. This article explains how to estimate and adjust withholding.
The United States received almost one-third of all global foreign investment from 2021 to 2023. This article looks at how different types of foreign investment may impact the U.S. economy.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
This calculator can help you determine how soon you can pay off your mortgage.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
How Long Will It Take to Pay my Balance?