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Selecting an experienced, professional financial planner to work with is one of the most important decisions you can make for your financial future. Whatever you hope to achieve—a confident retirement, income independence —it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.

So if these questions resonate with you…

  • Do you wonder if you are truly prepared for retirement?
  • Do you desire to create healthy financial habits and make informed financial decisions?
  • Do you want to find a way to stress less and enjoy life more? 
  • Do you want to mitigate your taxes?

we are here with customized strategies for all your financial concerns.

We’re Here to Help Virtually

We offer a no-cost 30-minute consultation to help answer your questions, learn more about you, the people in your life, and what you want to achieve. 

In our free introductory session, we’ll discuss:

  • The things that worry you about your financial future
  • What your vision of retirement looks like
  • Strategies to your specific concerns
  • How our process and services can bring value to your financial life

Get Started Now

Schedule your free 30-minute introductory phone call today to take the first step toward the future you dream about.


You may also call (858) 251-4545 or e-mail susan.alefi@lpl.com.