Lou has been in the Financial Service industry since 1985 with broad experience in mortgage banking, tax return preparation, insurance and investments. Lou holds many registrations including Series 24, General Securities Principal, Series 7, General Securities Representative, Series 65, Uniform Investment Advisor, Series 3, Commodity Futures Exam and is insurance licensed in Nevada, California, and Arizona.
Lou is involved in youth sports in the community as a sports official for baseball and football. He is also a Professional Member of AGC of Nevada. Kay has worked in the Financial Services industry since 1965 using her experience in banking and investing to help clients pursue their individual goals.
Lou is involved in youth sports in the community as a sports official for baseball and football. He is also a Professional Member of AGC of Nevada. Kay has worked in the Financial Services industry since 1965 using her experience in banking and investing to help clients pursue their individual goals.
Services
The retirement planning process begins with you. What are your goals for your life after you decide to retire? What type of lifestyle do you want or need for this time of your life? How do you plan to achieve your hopes and dreams? Where will you live? Will you continue to work or enjoy a hobby or maybe travel?
Estate planning is very complex and it is important to evaluate your current estate plan in light of potential changes in estate tax laws. Be sure to work with your financial advisor, tax professional and an attorney who specializes in the area of estate taxes and trust when evaluating your own personal situation.
Portfolio review is designed to give investors a gauge of where they stand with respect to their stated investment objectives and portfolio risk and return. History has shown that proper Asset Allocation can be a significant element of overall investment performance. Several factors are considered in determining an appropriate combination of investments.
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