Schedule a Phone Call | Click here to schedule a 15 minute phone call. |
Schedule a Zoom Meeting | Click here to schedule a 30 minute zoom meeting. |
A good first step is to make saving and investing a top priority. It is also important to have a knowledgeable advisor and access to quality investment solutions to help you get on track to achieving your retirement and investment goals. That’s where I can help.
As a Certified Financial PlannerTM, I specialize in tax reduction strategies, retirement planning, college funding, investment planning, estate planning, life insurance, and home purchase strategies. Many of my clients are educators and employees of public schools but I work with people from all walks of life. Some are still working, while others are nearing retirement or enjoying their retirement years now.
As an independent advisor with PlanMember, I can help put a plan in place for your future. You can choose from a broad spectrum of Investment Options, including professionally managed mutual fund accounts and insurance programs. You will also enjoy the Benefits of Membership through the PlanMember Services Program, a comprehensive retirement planning system designed to help take the mystery out of saving for retirement. And, you can choose the level of service that is right for your personal investment style.
After graduating from the University of California at Berkeley, I started my career in financial services. In 1991 I founded Financial Solutions and am available to my clients seven days a week.
Contact me today for a complimentary savings and investment analysis that will help you reach your financial and retirement goals.
California Insurance License #745622. Withdrawals may be subject to IRS penalties prior to age 59½ and/or surrender charges. Please read contract for restrictions. Financial Solutions and PlanMember Securities Corporation are independently owned and operated companies.
Representatives registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor, and member FINRA/SIPC. Before investing, carefully read the prospectus(es) or summary prospectus(es) which contain information about investment objectives, risks, charges, expenses, and other information all of which should be carefully considered. For current prospectus(es) call (800) 874-6910. Investing involves risk. The investment return and principal value will fluctuate and, when redeemed, the investment may be worth more or less than the original purchase price. Asset allocation or the use of an investment advisor does not ensure a profit or guarantee against loss.
6187 Carpinteria Ave. • Carpinteria, CA • 93013 • (800) 874-6910
©
2024 PlanMember Financial Corporation. All rights reserved.
Privacy | Terms of Use | Sitemap | Order Routing Practices | Margin Account Disclosure | Compensation Disclosure | Refresh Site