Templar Financial Services

Templar Financial Services was started because we believe that all who work hard deserve to benefit from comprehensive financial planning that teaches, informs, and fosters the ability for individuals and business owners to manage and grow their assets and pursue their goals. Raised in a family that promoted investments and business as a way of life, Brent began working early on the family ranch in Northern California.

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.

Fortune 500 ranks U.S. companies based on a review of the prior year's total revenue and factors such as profits after taxes, year-end assets and total stockholders' equity. Sustainable investing is investing with the intention of generating a positive ESG impact alongside a financial return. LPL supports the growth and development of sustainable investing practices by providing education, insights, research, and solutions.

Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.

Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.