Financial Advisor North County

The White Paper You MUST Read!

Financial Advisors Help North County Residents Teach Their Kids the Basics of Investing, PART 1

Financial Advisor North County

A part of any child’s fundamental education should cover how to manage wealth effectively. This should (1) prevent them from viewing mom and dad as ATMs and (2) help them to cultivate a healthy relationship with money. And, of course, any decent financial education needs include a first introduction to the world of investing. A great way any North County parent can do this is perhaps investing a sum of money for their child as a birthday or Christmas present. You can then show them how their little investment grows over time by reviewing their quarterly statements with them.

In this five-part series, John Lohrenz, our LPL financial advisor who serves the North County area, takes this dialogue further by providing parents with a discussion of the bare essentials of investing. You can either get your kids to read this or read it to them, as it will provide the necessary valuable insights and foundations to help your kids take one dollar and make it two. When it comes to cultivating wealth, the right investment portfolio is a must and the younger one starts the better. And JKL Wealth Management would be privileged to help your progeny get their wealth journey off to a healthy start!

So… let’s get started!

Financial Advice for North County: The ABCs of Investing

There are three major investments you can channel your money into:

A – Real assets
B – Cash
C – Financial assets

Each of these investment types boasts its own advantages and disadvantages. The great thing about investing, however, is that you don’t have to choose only one: in fact, generally speaking, the more diverse your investment portfolio is, the better.

Let’s start by looking at the A of the ABCs of investing: real assets.

Click on the following links to read on:
Wealth Management North County, PART 2: The A’s of Investing
Asset Management North County, PART 3: The B’s of Investing
Financial Planning North County, PART 4: The C’s of Investing
Retirement Planning North County, PART 5

Contact us!
If you want to get started on your journey today or would like individualized investment/financial advice from LPL financial advisor, John Lohrenz, please contact JKL Wealth Management at:

Phone: (858) 535-1705
Fax: (858) 535-1701

Alternatively, fill out the Contact Form and we’ll get back to you shortly.

Physical Address
731 S. Hwy 101, Suite 2K, Solana Beach CA 92075

Securities and Advisory services offered through LPL Financial, a registered investment Advisor. Member FINRA/SIPC.

About North County, San Diego County

North County – boasting an estimated population of about 826,985 people – is a region located in San Diego County, in California. This area comprises numerous incorporated cities, which include Oceanside, Carlsbad, Poway, San Marcos and Del Mar, among others. These cities are known for their relative affluence, with homes here costing over one million dollars. Two types of landscape are evident in this region, with the coastal North County area being mostly flat with low hills, and the inland North County region being more mountainous. Coastal cities of North County include the areas of Oceanside, Carlsbad and Solana Beach, while inland cities include Fallbrook, San Marcos and Poway. Beach culture is very important here, and therefore many of North County’s beaches and lagoons are protected.