LPL Financial
Strategic Wealth & Retirement Planning for Business Owners
ABOUT US
Empowering business owners to achieve financial security
At LPL Financial, we specialize in strategic wealth management, retirement planning, and 401(k) optimization. Our client-first approach ensures personalized solutions that maximize savings, minimize tax burdens, and help employees build a secure financial future.
7+
Years Experience
What we offer
Our Services
We offer a variety of different ways that female entrepreneurs can work with us.
The Wealth Builder Blueprint
A one-year program with monthly personal meetings designed to help you grow your wealth, optimize tax advantages, and secure long-term financial success.
Ready to take control of your financial future?
Meet Our Team
Jeramiah Botkin, Founder + Financial Advisor
Series 7, 66, Life and Health, MBA
Madison Chai - RN, BSN, MBA
Branch Office Manager |Jeramiah Botkin
Why Choose Us?
Expert Financial Guidance
Decades of experience helping businesses and individuals build lasting financial security.
Customized Wealth Strategies
Tailored plans that align with your unique goals and maximize tax advantages.
Client-First Approach
Transparent, personalized solutions designed for long-term success.
Testimonial
What Our Clients Say..
Thank you so much again for your guidance with all of this. Don't know what I would do without you!!
Have a great 4th of July!!
Value Client
That sounds great. I guess I didn't realize the money would stay in the LPL Account. I thought you would have to take it out and put it in the other funds. I have so much to learn but thank goodness I have you taking care of me! I will absolutely guide my friends your way if they're uncertain about their 401 or, if they have extra money they don't know what to do with. Thank you again.
Value Client
That would be terrific.
Our time was extremely helpful for me; thank you again
Have a great weekend!
Value Client