Welcome to THE NETWORK
THE NETWORK began more than 25 years ago, as a "study group" of top advisors brought together by our founder and chairman, Jim Herrington, to exchange ideas and share best practices. Jim identified the need for independent financial planners and investment advisors to network with their peers, and in creating the original "NETWORK," he drew on his personal production experience.
His vision attracted other producers who shared a common bond of excellence and the desire to elevate their practices. Today it has grown into one of the largest branch offices at LPL Financial.* Please take a look around our website or give us a call at 650-571-1934 to learn more.
* Based on revenues, as of 2015.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
The uncertainties we face in retirement can erode our sense of confidence.
Four vacation destinations you might never have thought of.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Building wealth requires protection from the forces of wealth destruction.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much you have the potential to earn during your working years.
This questionnaire will help determine your tolerance for investment risk.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Investors seeking world investments can choose between global and international funds. What's the difference?
What if instead of buying that vacation home, you invested the money?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
It's easy to let investments accumulate like old receipts in a junk drawer.
What does your home really cost?