“I’ve found that when the market’s going down and you buy funds wisely, at some point in the future you will be happy. You won’t get there by reading.” – Peter Lynch

“The investor’s chief problem – and even his worst enemy – is likely to be himself.” – Benjamin Graham

“Our favorite holding period is forever.” – Warren Buffett

Sterling-conforming to the highest standard; of the highest quality; genuine and reliable: first-class:

“The function of economic forecasting is to make astrology look respectable.” -John Kenneth Galbreth

“Be fearful when others are greedy. Be greedy when others are fearful.” -Warren Buffet

“History provides a crucial insight regarding market crises: They are inevitable, painful, and ultimately surmountable.” -Shelby M.C. Davis

Sterling-conforming to the highest standard; of the highest quality; genuine and reliable: first-class:

“The four most dangerous words in investing are, ‘It’s different this time’.” – Sir John Templeton

“Far more money has been lost by investors preparing for corrections or trying to anticipate corrections, than has been lost in the corrections themselves.” – Peter Lynch

“There are two times in a man’s life when he should not speculate: when he can’t afford it and when he can.” – Mark Twain

“Individuals who cannot master their emotions are ill-suited to profit from the investment process.” -Benjamin Graham

"It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently." – Warren Buffet

LPL is the largest independent broker/dealer in the country for 13 consecutive years.
^{*Based on total revenues, as reported in Financial Planning magazine, June 1996-2009.}

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Formed in 1989 through the merger of two brokerage firms, Linsco (established in 1968) and Private Ledger (founded in 1973), LPL Financial is now the nation’s largest independent broker/dealer*. LPL Financial empowers its customers with high-touch service, technology-enabled business processing support, unbiased research, training, and investment products and advisory platforms. As a result of this enabling partnership, financial advisors can focus on what they do best - providing investment advice to help their clients achieve important life and financial goals.

Key Information:

Largest independent broker/dealer in the country for 12 consecutive years(*based on total revenues, as reported in Financial Planning magazine, June 1996 - 2008)
Headquartered in Boston, San Diego and Charlotte
Over 12,000 affiliated financial advisors nationwide
6,200 branch offices in the U.S.
Over 2,300 staff
$284 billion in assets under management as of 3/31/08
$79 billion in advisory assets under management as of 3/31/08
Ranked 2nd in JD Power Full Service Investor Satisfaction Survey 7/21/09

The Hartford Financial Services Group

^{2945 Townsgate Road, Suite 200, Westlake Village, CA 91361, phone 877-669-0729, fax 805-267-7102 Email: info@sterlingfinancialstrategies.com}

^{Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.}

^{The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, NV, NY}

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The Hartford Financial Services Group