The Lusk Office

The Lusk Office Strategic Financial Planning Securities and Advisory services offered through LPL Financial a registered investment advisor.

Member FINRA/SIPC, www.finra.org, www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered.

09/01/2026

You'll have to look to the rules of your 529 plan.

08/31/2026

You can technically withdraw from your IRA to pay college expenses, but should you?

08/30/2026

Would your business survive if a key employee died or was temporarily unable to work? A key employee life insurance policy can protect your business. Your business pays the premiums and can surrender or borrow against the policy as well as use the cash value or death benefits as it sees fit.

08/29/2026

No, a 529 account can have only one beneficiary. However, a child can be the beneficiary of more than one 529 plan. For example, parents and grandparents could each open a 529 account (in different plans) for the same child.

08/28/2026

A Coverdell account is best as an add-on, rather than the centerpiece, of an overall college savings strategy.

08/27/2026

Understand how bonds behave and what can affect your investment in them.

08/26/2026

A successful estate plan is shaped by goals. Key estate planning goals are minimizing taxes, avoiding probate, retaining control over property, protecting assets, and protecting against incapacity. These goals are represented in the outer rings of the illustration. There are a number of devices that...

08/25/2026

There are some steps you can take now that may help your child qualify for more financial aid later.

08/24/2026

Find out more

08/23/2026

A private family foundation is a legal entity created, funded, and operated by a single family for the primary purpose of making grants to charities.

Address

636 W. Republic Road, Suite B100
Springfield, MO
65807

Opening Hours

Monday 7:30am - 4:30pm
Tuesday 7:30am - 4:30pm
Wednesday 7:30am - 4:30pm
Thursday 7:30am - 4:30pm
Friday 7:30am - 4:30pm

Telephone

+14176475081

Website

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