LPL Financial

Stephen J. Meuris

68 Rockwood Court San Francisco, CA 94127

Phone:

Consider Roth for Tax-Free Income

Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
Consider Munis for Tax-Free Income

Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?