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About CERTIFIED FINANCIAL PLANNER™ Certificants

CFP® Mark
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








About Enrolled Agents

Updated 8/15/07

OUR PRIMARY ROLE is to provide objective advice to help you manage your financial affairs.  Our emphasis is on investment and estate planning. We also prepare tax returns for individuals, estates and trusts.

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

WE ARE PAID DIRECTLY by our customers. We do not sell insurance or securities. Click here for our special introductory interview and report.

EDUCATIONAL MATERIALS have been prepared to illustrate areas of practice.   Click here for a topical bibliography and be sure to check out the newsletter archive.

2007 Personal Financial Planning Conference, Los Angeles July 25 and San Francisco July 26.  California CPA Education Foundation.

AAII East Bay Special Interest Group, August 2, Orinda, CA.

Download the PowerPoint presentation

The 2007 limit for contributions to traditional and Roth IRAs is $4,000 ($5,000 if fifty or older), elective deferrals to 401(k), TSA and 457 plans are limited to $15,500 ($20,500 if fifty or older) and the limit for elective deferrals to SIMPLE plans is $10,500 ($13,000 if fifty or older).

THE FINE PRINT