JAMES R. LINGELBACH
CFP®, CHFC®, CLU®, CASL® Financial Services Representative CA. Insurance Lic.#0764473
For the past 22 years I have developed a practice assisting people through financial transitions, challenges, and opportunities. I have dedicated my practice to providing written, objective, comprehensive financial plans through a collaborative effort between client and advisors enabling the client to proactively create their financial lives. My goal is to help you make informative decisions in order to create clarity and provide direction for your financial future. Helping clients with the retirement transition is the focus of my practice. I want you to spend your retirement years in financial freedom. I have spent 10 years giving seminars to retiring U.S. Naval Officers through SETAP and I currently present Retirewise seminars throughout Southern California. These seminars provide comprehensive retirement education that extends well beyond savings and investments. With today’s challenges, you must go beyond the concept of saving and accumulating enough money. With my experience and expertise I can assist you in turning assets into income, manage risk, not just money, and make the most of what you have. My clients need for a comprehensive retirement plan is a responsibility that I greatly value. Together, we’ll create a road map to take you where you want to be. I am licensed and registered to offer products and services in [AZ, CA, CT, FL, HI, MS, NJ, NV, OH, TX, VA]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information. L1110140610[exp1112][All States] |
|
|||||||||||||||
Income Annuities Guide Find out if income annuities can play a role in your retirement plan. How much do you need to save each year to meet your long-term financial goals? Compare the potential future value of tax-deferred investments to that of taxable investments. Estimate the future cost of an item based on today’s prices and the rate of inflation you expect. Determine whether you should consider refinancing your mortgage. |
|
||||||||||||||
About Us
Products & Services
Learning Center
-
Educate yourself on a variety of financial topics.
-
A host of financial tools to assist you.
-
Timely Newsletters to help you stay current.
-
Animated presentations to help you learn and decide.
-
Financial terms from A to Z.
Market Watch
January 27, 2012 @ 03:20 PM
| Nasdaq Composite | 2,820.78 | + 15.50 |
| Nasdaq 100 | 2,466.69 | + 12.06 |
| S&P 500 | 1,319.28 | + 0.85 |
| NYSE Composite | 7,893.15 | + 9.25 |
[ Markets | Charts | Quotes | Portfolio ]
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
© eSignal. A division of
Interactive Data Corporation. (NYSE:IDC)
All rights reserved.
|
3131 Camino Del Rio North, Suite 1200 Phone: 619-641-3632 |
Metropolitan Life Insurance Company (MLIC), New York, NY 10036. Securities products offered by MetLife Securities, Inc. (MSI), Member FINRA/SIPC. Investment advisory services offered by Investment Adviser Representatives of MSI, a Registered Investment Adviser. MetLife Auto & Home is a brand of Metropolitan Property and Casualty Insurance Company and its affiliates: Economy Fire & Casualty Company, Economy Preferred Insurance Company, Metropolitan Casualty Insurance Company, Metropolitan Direct Property and Casualty Insurance Company (CA Certificate of Authority: 6730; Warwick, RI), Metropolitan General Insurance Company, Metropolitan Group Property and Casualty Insurance Company (CA COA: 6393; Warwick, RI), and Metropolitan Lloyds Insurance Company of Texas, all with administrative home offices in Warwick, RI. Coverage, rates, and discounts are available in most states to those who qualify. All companies listed above are MetLife companies.