Protect What’s Yours

You work hard for your money so it’s important to seek to protect it, and to make sure your family will be taken care of when you’re no longer able to provide for them.

Adult daughter and senior mother enjoying a day at the beach
Adult daughter and senior mother enjoying a day at the beach

Trust & Estate Planning

While trusts and estate planning may sound like they’re for the financial elite, they’re really for anyone who wants to preserve their wealth and provide for their family.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Adult daughter and senior mother enjoying a day at the beach
Adult daughter and senior mother enjoying a day at the beach

Trust & Estate Planning

While trusts and estate planning may sound like they’re for the financial elite, they’re really for anyone who wants to preserve their wealth and provide for their family.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Senior woman holding barbells doing arm exercises
Senior woman holding barbells doing arm exercises

Life Insurance

Life insurance provides protection for your family in the event something happens to you. It’s an important way to be confident when it comes to the question of what will happen when you’re gone.

Senior woman holding barbells doing arm exercises
Senior woman holding barbells doing arm exercises

Life Insurance

Life insurance provides protection for your family in the event something happens to you. It’s an important way to be confident when it comes to the question of what will happen when you’re gone.


Calculators


 

Midyear Outlook 2022: Navigating Turbulence

LPL Research "Midyear Outlook 2022: Navigating Turbulence" features LPL Research's economic and market forecasts for the remainder of 2022 and beyond.

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. The economic forecasts may not develop as predicted. Please read the full Outlook 2022: Passing the Baton publication for additional description and disclosure. This research material has been prepared by LPL Financial LLC.

 

 

Midyear Outlook 2022: Navigating Turbulence

LPL Research "Midyear Outlook 2022: Navigating Turbulence" features LPL Research's economic and market forecasts for the remainder of 2022 and beyond.

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. The economic forecasts may not develop as predicted. Please read the full Outlook 2022: Passing the Baton publication for additional description and disclosure. This research material has been prepared by LPL Financial LLC.

 

To contact LPL about rights you may possess under the California Consumer Privacy Act, click here.

LPL-Consumer-Information-Request-Portal-CCPA-RISD.png

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

BrokerCheck

 

The financial advisors of Orange County's Wealth Management are registered with and offer securities and advisory services through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/ SIPC). Insurance products are offered through LPL or its licensed affiliates. Orange County's Credit Union and Orange County's Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Orange County's Wealth Management, and may also be employees of Orange County's Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Orange County's Credit Union or Orange County's Wealth Management. Securities and insurance offered through LPL or its affiliates are

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

 

; ;
;

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.