Useful Websites

LPL Account View Brochure

Click here to learn more about accessing your accounts online, saying goodbye to snail mail, clutter, and information that's outdated the moment it's printed.  Say hello to secure, constant, anywhere online access to your financial information with Account View and eDelivery. 

Guide to your Monthly Statements

Click here - Use this link for assistance with your monthly statements from LPL.

Investor Education

Yahoo Finance - A great website that is easy to use with loads of information.

The Motley Fool - Information and answers to basic investing concepts and questions.

Investopedia - An extensive source for financial content, terms, and definitions produced in an easily digestible format.  

Retirement Planning

U.S. Department of Labor - Employee Benefits Security Administration (EBSA) - Through this site you will find information regarding how your retirement plan works and what benefits you can expect to receive upon retirement. 

Social Security Administration - Find out what your Social Security benefits are calculated to be at retirement age.

Pension Benefit Guaranty Group - Offers an online search tool to help locate pension benefits.

College Planning

National Center for Education Statistics - Information on the past three years of college and university costs.

NitroScore - Determine ability to pay off college loan based on the college and major.


Internal Revenue Service (IRS) - File your taxes and make payments.

State of Iowa - The State of Iowa's tax law and policy.

Healthcare Planning and Resources

Medicare - The official U.S. Government site for Medicare information and enrollment.

Long-term Care Planning - U.S. Government site with eldercare planning considerations and options for every stage of life.  


CFP Board of Standards - the CFP Board requires CFP® professionals to put their clients' interests ahead of their own at all times.

Consumer Financial Protection Bureau - a U.S. Government agency that makes sure banks, lenders, and other financial companies treat you fairly.

Protecting Your Personal Information - What to do when you are a victim of identity theft.


PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.