Five Star Professional Recognizes Thomas Trax of LPL Financial as a 2021 Five Star Wealth Manager Award Winner
Thomas Trax accomplishes what only a small percentage of wealth managers in the San Diego area have achieved.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
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LPL At A Glance
Thoughtful, balanced financial guidance is a fundamental need for everyone.