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Why choose a CERTIFIED FINANCIAL PLANNER™ Professional?

Financial Security by Design 852 Acampo Drive Lafayette, CA 94549 Hours by appointment 925.299.0472 or Fax 925.299.0473 e-mail: lingane@post.harvard.edu

Why choose an ENROLLED AGENT?

WE PROVIDE OBJECTIVE ADVICE to help you manage your financial affairs. 

WE CAN HELP YOU

• Clarify your financial goals.

• Determine whether you have enough money to retire.

• Measure and improve investment performance.

• Decide about a Roth Conversion.

• Put your affairs in order after the death of a loved one.

· Comply with your income, gift and estate tax obligations.

OUR INVESTMENT PHILOSOPHY is grounded on the principles of Simplicity, Diversification, Cost Control and Tax Awareness.

THE FINE PRINT

• Financial Security by Design was registered as an investment advisor in the State of California from 1998 through 2022. The firm can no longer enter into advisory contracts.

• All postings on this site are of an educational nature and should not be misconstrued as recommendations. Indeed, it would be foolhardy to act upon any idea herein without first confirming that the analysis is complete, consistent with current law and appropriate to your personal circumstances.

12/05/2022