Erie Office – (814) 520-5511
Ohio Office - (216) 233-7009
Texting Only - (440) 276-3883
2820 West 23rd Street, #204-205
Erie, PA 16506
Gilles.r.mulard@lpl.com
Dinah.urbaniak@lpl.com
Make a plan to fund your future
What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, we can help you make a plan to pursue your goals.
Services for your business
Your business has unique needs, and we have the resources to support you, your business and your employees.
Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.
Perception vs. Reality
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
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Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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