Sign up to receive a Complimentary Financial Review so we can review strategies and options available to help you meet your individual retirement goals. Retirement Planning, Financial Planning, Life Insurance, Business Succession Planning, Estate Planning, and Asset Management in Brea, CA. As a Financial Advisor with LPL Financial, a Registered Investment Advisor, I can provide you with a plan to help you pursue your financial goals.
Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations. The Consolidated Appropriations Act, 2021, included several provisions affecting financial aid and education. Explore some key factors between the housing squeeze and recent signs that suggest it may be easing.
Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations. The Consolidated Appropriations Act, 2021, included several provisions affecting financial aid and education. Explore some key factors between the housing squeeze and recent signs that suggest it may be easing.
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My name is Leo Do Carmo and I am a true professional and caring individual who is passionate about helping and teaching people the importance of wealth accumulation and wealth protection.
I have been in the Financial Planning Field since 2003 holding with LPL the securities registrations 7, 63 and 66 as well as Life and Disability Insurance license in California, I am able to customize plans to fit you needs and your budget to potentially provide you with the financial resources necessary to fulfill you needs.
I have been in the Financial Planning Field since 2003 holding with LPL the securities registrations 7, 63 and 66 as well as Life and Disability Insurance license in California, I am able to customize plans to fit you needs and your budget to potentially provide you with the financial resources necessary to fulfill you needs.
Thank you for your interest in my services and congratulations for taking this important step in addressing your financial needs and exploring your choices in pofessional Financial Advisors. I am committed to maintaining the highest standards of integrity and professionalism in our relationship with you, my client.
Some of us realize sooner than others the importance of preparing for an eventual retirement by addressing future financial needs early in our wage earning careers instead of waiting for a better day when money will possibly become available to address such needs.
Unfortunately the older we become, the shorter is the time necessary to accumulation the financial resources to deal with retirement needs (nest egg), possible disability needs, shortage of income due to job loss or even college savings needs for our children and grandchildren.
Unfortunately the older we become, the shorter is the time necessary to accumulation the financial resources to deal with retirement needs (nest egg), possible disability needs, shortage of income due to job loss or even college savings needs for our children and grandchildren.
Most people insure their homes, cars, recreational vehicles but forget to insure the main source of income (themselves) to pay for it all in case of an unforseen event such as death or disability, . The thought of dying or even dealing with death at times stops people from facing this eminent possibility therefore waiting for the inevitable to take place and then coping with it.
One of the most critical aspects of wealth growth and retention is the ability to act upon the various changes in our portfolios due to social, economic, and legislative occurrences in our lives. As the average investors is too busy and unskilled to deal with these common and regular changes, asset management has become extremely important in today's high tech world of fast communication.
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