Who We Are
LPL Financial is your personal financial service guide to help navigate your money
and investments through life. Whether your goal is to purchase a home, plan for
retirement or simply evaluate your current financial situation, you can start with LPL
Financial. Our primary focus when working with clients is that investing is personal.
Your LPL Financial Advisor, Tom Landis, aims to first understand your needs, then
give you the professional advice you need to help meet those needs based on where
you are in your life. We build our business on your trust and life goals, and we are
dedicated to securing your confidence.
Whether your dream is to purchase a home, save for retirement or simply evaluate
your current investment situation, you can start with a financial plan. Our financial
planning methods are built on integrity, trust and results, providing a solid foundation
for investment opportunities. Financial Outlook 2013
Tom’s passion is helping individuals and families work towards their long-
term financial goals and guiding them through life changes along the way.
He understands trust is earned through listening and understanding each
client’s unique financial goals while offering unbiased advice and non-
proprietary products. He is committed to creating a financial plan that
helps address each person and families unique expectations, producing
an investment strategy aligned with their financial goals and life story.
When It Comes to Retirement, Timing Is Everything
Most everyone dreams of the day they can finally retire and live the life of leisure.
Yet recent evidence suggests that most near-retirees and retirees need to do a better
job of timing and long-term planning.