We pride ourselves on providing retirement strategies to Temecula, CA and the surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated retirement income plan.
Between Retirement Planning, Long Term Care, Estate Planning, and Insurance Services, we're prepared to help you on your financial journey.We'll work with you to craft a financial strategy based on your goals.
Enhanced planning is one key element of any retirement strategy and helps ensure that you leave a legacy of family harmony, regardless of the size of your estate. Whether your priorities are preserving assets for future use or transferring your wealth to beneficiaries, we can help you build a plan that fits your needs and seeks to help maintain family harmony after you’re gone.
Disclosure: Our firm does not provide legal advice, and you should consult an attorney for such advice.
Retirement income shouldn't be a guessing game. At Lund Financial Management, we help you turn your savings into a steady, tax-efficient income stream through all three phases: accumulation, distribution, and preservation. Let's make your retirement strategy smarter and more efficient.
One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize any possible tax credits and deductions.
We help provide you with strategies to potentially increase the efficiency of your business for as long as you own it, and for once you’ve decided to move on.
Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. This material is for informational purposes only and should not be construed as a recommendation or advice for your particular circumstances. The tax and estate planning information offered by the advisor is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
Tyler is a Senior Portfolio Manager at Gradient Investments, where he focuses on portfolio management, asset allocation, and investment research across multiple asset classes. He provides market insight and portfolio strategy to support client investment decisions. Tyler is a CFA® charterholder and has been featured in media outlets including Schwab Network, Reuters, and The Wall Street Journal.
Keith joined Gradient Investments in 2018 and has more than 30 years of industry experience. Prior roles include senior portfolio manager for a large institutional asset management firm, managing a multi-billion-dollar portfolio. Keith is a CFA® charter holder, managed a Lipper Award-winning mutual fund, and has been featured in media outlets such as CNBC, Bloomberg, Investor’s Business Daily, Nasdaq and Reuters.
As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 35 years of industry experience, including prior roles managing multi-billion-dollar portfolios for an institutional asset manager. Michael is a CFA® charter holder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.
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