Financial Advisor Poway

The White Paper You MUST Read!

Financial Advisors to Poway Residents: Plans You Should Be Making Today for Your Retirement, PART 4

Retirement Planning Rancho Santa Fe, PART 1
Asset management Rancho Santa Fe, PART 2
Financial planning Rancho Santa Fe, PART 3

Welcome to the final installment of this four-part series on what Poway residents should be doing today to ensure that they make proper provision for themselves and their families throughout their retirement years.

Finding the Right Financial Planner and Advisor

“There weren’t any cell phones when I first started out as an LPL financial advisor serving Poway and surrounds. In fact, the fax machine had made its first appearance and it was a huge deal,” says John Lohrenz. “Our roles in this industry have changed remarkably over the years. We started out as brokers of information – since this wasn’t readily available to the public – and we were paid a decent commission on transactions based upon the intelligence we had as financial planning experts.”

Financial Advisor

“Now, the Internet and media have made financial education possible for Poway residents of all ages and who work in all manner of industries! We don’t have to explain the difference between stocks and bonds, blue chip and start-up companies and financial and real assets. Most of our Poway clients are well versed in financial jargon and know what they want because they’ve done their own research and their own reading,” says this financial planner.

“And so, our jobs as financial advisors and retirement planners today are to provide objective analysis, advice and wisdom on every possible variable that might affect our clients’ wealth, from their investments in real estate to the stock market. But, if you’re paying someone for their wisdom, you’ve got to ensure they’re wise!”

When looking for a good financial planner near Poway, it’s recommended that you check their qualifications, references and experience first. You should also spend a little time with them before you decide they’re right for you and your business because this professional relationship is one of the most important one’s you’ll have! Allow it time to flourish and make sure you communicate your financial goals, needs, dreams and expectations clearly.

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 Poway, California

Poway – otherwise known as “The City in the Country” – is a small city located in San Diego County, in the state of California. ‘The city in the Country” slogan was created from Poway’s rural beginnings and agricultural past. Although its geographical positioning lies in the middle of San Diego County, people consider its position as North County inland. With regards to population, Poway has about 47,811 residents within its borders. People in Poway can expect hot summers and warm winters here, with the city’s semi-arid climate. In terms of politics, Poway is not only situated in the 75th Assembly District, but it is also placed in the 36th Senate District. Federally speaking, this city is situated in California’s 52nd congressional district.