LPL Financial is proud to have Daniel Gikher join LPL Financial as President of Private Wealth Group  



Here you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind:

  • Wealth Management & Risk Analysis
  • Retirement Planning (401K's, Traditional, Roth, and SEP IRA's)
  • Tax & Pension Planning (Defined Benefit Plans, Cash Balanced Plans)
  • Annuities (Fixed, Variable, Immediate, and Indexed)
  • Life Insurance (Whole Life, Universal Life, IUL, VUL, Term)
  • Health Insurance (Exchange, Obamacare, Medicare Supplement)
  • Disability & Long Term Care Insurance

Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.  Please visit us often and as always feel free to call or email us with any questions!