Del Rey Los Angeles, CA Small Business Networking

"Lynne is a true professional, very knowledgeable about finance and financial planning. She has also worked as a banker and has multiple contacts within the South Bay of LA. I have known her for more than 30 years, and she is a neighbor of my daughter in San Pedro. She is honest and trustworthy...." Read more "Lynne is a true professional, very knowledgeable about finance and financial planning. She has also worked as a banker and has multiple contacts within the South Bay of LA. I have known her for more than 30 years, and she is a neighbor of my daughter in San Pedro. She is honest and trustworthy. She is a delight in any social situation and a caring and thoughtful person. She was a leader in our local Rotary club until she.moved her practice. She is very highly recommended by me and Pat, my wife."

Hotel Reservations

We make hotel reservations in Del Rey. we make airfare, reservations, and premium economy, business class, and first class

Answer

What's your success story from 2020?

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Answered on Dec 8th, 2020

I started using my designs on fabric , clothing and accessories , this year I had the time to start a whole new chapter (more)

Referral details updated

Our ideal customer

My ideal client: People in their late 20s to 70s who are working hard, building a life, and want a simple plan. Usually they have family responsibilities or a mortgage, and they want to make sure their income and loved ones are protected while also building a retirement strategy. I’m especially helpful for people who want clarity on life + disab...