• Coaching


    What are you looking for: More peace of mind by having a plan, more time by having an advisor, or less worry about your investments?

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  • Class


    Bakersfield College's Levan Institute for Lifelong Learning presents the "Boomer Retirement Planning Class." Learn the latest retirement planning strategies so you can retire with confidence.

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  • News and Insights

    News & Insights

    Select from newspaper columns tailored for boomers in retirement, to videos that use real life case studies to explain the retirement plan coaching process in depth.

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  • Investing


    Successful investing begins with low fees, good advice, and professional management.

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  1. Coaching
  2. Class
  3. News & Insights
  4. Investing