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Our Services


  • Free weekly email of "Economic and Market Commentaries" (Enter request under "Have a Question?")
  • Free monthly current financial issues email newsletter: (Enter request under "Have a Question?")
  • Free initial consultations and free "Second Opinions" (call 805-987-8938 for an appointment) 
  • Free mid-year and new year's "Economic Review and Preview" presentations (See "Events" on this website.)
  • Retirement Income Plans for those 55-75
  • Retirement Accumulation Plans for those 25-55
  • Estate planning and estate administration
  • Investments and investment management through LPL Financial
  • Retirement plans for businesses
  • Life insurance and annuities

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Financial Planning offered through Lifetime Planning, a Registered Investment Advisor and separate entity from LPL Financial.