Go to Engineering Services

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.

• Updated July 2010! 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.

WE ARE PAID DIRECTLY by our customers. View our special introductory interview and report.

THE FINE PRINT

• Financial Security by Design is registered as an investment advisor in the State of California. We do not do business in other states unless there is a de minimis rule or other exemption. 
• You need to know about education, experience and fees before entering into an advisory contract.

• We respect your privacy. No information is gathered about visitors to this site and we know that you would be furious if we sold your information or disposed of your information in a careless manner. Your anger would be justified. We pledge to keep your information confidential with the limited exceptions described in the advisory contract.

• 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.

Updated 7/26/2010