Financial Planning San Diego

The White Paper You MUST Read!

8 Things Really Smart People Have to Say About Retirement, PART 3

Financial Advisor San Diego, PART 1
Wealth Management San Diego, PART 2


To read Part 1 and 2, please click on the links provided above. Alternatively, glance through our brief recap of the points already covered:

Lesson # 1: A Happy Retirement is about More Than Money - Time is the number one commodity that, unfortunately, no amount of money can buy. Don’t overdo your dedication to hard work and remember to take the time to enjoy every stage of your life!

Lesson # 2: Luck Won’t Make You Successful, Smart Choices Will -Good financial planning, saving and investing are all pathways San Diego residents must take to enjoy a happy and comfortable retirement.

Lesson # 3: A Good Plan Will Help You Prosper - Sit down with pen and paper and draft a plan for yourself: a plan that outlines how you wish to live in order to establish and build wealth for life.

Lesson # 4: Start Early - The earlier San Diego residents start financial planning for retirement, the more time they’ll have to save and the more they’ll benefit from compound interest!

Now let’s take a look at the remaining four lessons…

Lesson # 5: Look After Yourself!


Retiring rich is about more than having a fat retirement fund: you’ve got to be healthy enough – and alive – to enjoy it! You don’t want to work hard your entire life only to spend your retirement in a hospital bed or nursing home. If you find yourself leading an incredibly stressful lifestyle in the pursuit of wealth and success, you might want to re-evaluate things. Eat healthy, take the time to exercise and relax and find ways to de-stress, or else you won’t be able to enjoy everything you’ve worked for.

Lesson # 6: A Quality Life is Carved Out By Quality People


A truly happy and successful life involves equal measures of investments in your personal and your professional life. While you are building wealth in dollar bills, you should also build wealth in the quality of the friends and family you surround yourself with. This becomes so incredibly important when you take the step into retirement and suddenly have the time on your hands to spend with friends and family. This also becomes the time you’ll feel their absence if you haven’t dedicated enough time to building friendships and bonds with people.

For More Things Smart People Have to Say About Retirement:
Retirement Planning San Diego, PART 4

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 San Diego, California

San Diego – nestled in the state of California towards its southern end – is a mayor governed city lying about 120 miles south of Los Angeles. Military and defense-related activities, tourism and international trade, among others, are the main drivers of San Diego’s economy. Its prime position on the Pacific Ocean coast makes for scenic beaches for residents to visit. Balboa Park, Belmont amusement park and the famous San Diego Zoo are some of the city’s hot spots for tourists. Funnily enough, although San Diego lies on the coast, the city imports about 90 percent of its water on a daily basis. Its hilly landscape is riddled with canyons separated by sections of wide open spaces.