Retirement Planning Solana Beach

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Financial Planners to Solana Beach Residents: There’s no Time Like the Present to Begin Planning for Retirement!

Retirement Planning Solana Beach

There are certain financial moves that Solana Beach residents should be doing today to ensure that they make proper provision for themselves and their families throughout their retirement years.

Investing in the Stock Market

“Over the course of the past 30 to 35 years (since the 1980’s), the stock market has plummeted by 15% a total number of 13 times. So, if you are investing in the stock markets, you can expect your shares to suffer the occasional blow,” explains retirement planner in Solana Beach, John Lohrenz. “It’s cyclical although we are yet to perfectly understand the nuances of stock market fluctuation.”

These dips don’t warrant panic. What you’ve got to understand as an investor is that the stock market does periodically drop by an average of 15% and what you’ve got to determine is whether you’re financially comfortable enough to endure these times. If you aren’t happy to see your investments take the occasional dive between growths, simply reduce the portion of your savings allocated to stocks.

The best approach to investing, however, is to work closely with an experienced LPL financial advisor and planner. They will be able to help protect your wealth and minimize the risk of you losing your principle investment and accrued interest.

Finding the Right Financial Planner and Advisor in Solana Beach

“There weren’t any cell phones when I first started out as a retirement planner. In fact, the fax machine had made its first appearance and it was a huge deal,” says the financial planner to Solana Beach residents. “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 industry experts.”

“Now, the Internet and media have made financial education possible to people of all ages and 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 clients are well versed in financial jargon and know what they want because they’ve done their own research and their own reading,” says John Lohrenz.

“And so, our jobs as LPL financial advisors 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 LPL financial advisor and retirement planner in Solana Beach, 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 ones you’ll have! Allow it time to flourish and make sure you communicate your financial goals, needs, dreams and expectations clearly.

Let’s Get Connected!
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
Email: john.lohrenz@lpl.com

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 Solana Beach, San Diego County

Solana Beach – a general law city run by a Council/Manager government –is known for its wealthy residents and pristine beaches. The city, made up of 3.5 square miles of land, is located in the heart of San Diego County in California. Some people still refer to the residential area of Solana Beach as ‘Eden Garden’ or ‘La Colonia’, which was a 1920s community developed by a few Mexican farmers who wanted their families to live close to where they worked. Solana Beach, consistent with its name, has the perfect beach weather with sun-filled hot summers and cool winters. Some of the attractions of this region include The Belly Up Tavern, Cedros Design District, art gallery hoping on Cedors Avenue and of course, it’s the beaches.