We help build, manage, preserve and transition wealth for business owners, farmers, high net worth families and investors at or near retirement.
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Our focus is on providing fee-based financial advisory services. There are no commissions charged on advisory accounts. Instead, based upon the assets under management, an advisory fee is charged.
Our holistic approach to wealth management is an excellent fit for many people who value a one-stop approach when pursuing their financial goals.
A CERTIFIED FINANCIAL PLANNER™ professional at LPL works with you to develop a strategy tailored to your needs using a variety of products and services.
Ken began his career in financial advisory services in 1984, and is aC ERTIFIED FINANCIAL PLANNER™ professional.
Corey was born and raised in the San Francisco Bay Area. He graduated from the California Polytechnic State University in San Luis Obispo with a bachelor’s of science degree in Industrial Technology and a Minor in Consumer Packaging
Dudley grew up in Stockton, graduating from Stagg High School with the 22nd highest GPA out of a class of over 700 graduates.
Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from year to year, and 2021 is bringing an increase in premiums for participants. The good news is, there are other ways to save on Medicare costs.
Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d like to take advantage of the ease of stock trading with the diversification of mutual funds, exchange-traded funds (ETFs) can potentially give you the best of both worlds.
During the early years of your retirement, be extra conservative when drawing income from your investments. The reason is because a drop in the market value of your portfolio, when you begin taking withdrawals, could have a devastating impact on the future value of your investments. This is referred to as the sequence rate of return risk, and is unique for income investors.
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