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Useful Links

We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know. 

Links are being provided for information purposes only. LPL Financial and Oak Tree Financial Services are not affiliated with and do not endorse, authorize or sponsor any of the listed websites or their respective sponsors. LPL Financial and Oak Tree Financial Services are not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Featured Content

The Average American Budget

The Average American Budget

Learn about the average American budget in this fun and interactive piece.
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Retirement Realities

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
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Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.
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