LFA Ventura
300 E. Esplanade Dr., Suite 1950
Oxnard, CA 93036
ph: 805.973.5908
toll free: 800.500.6153
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Planning

Financial Planning

Financial Planning and Your Future

If you have financial goals, you need a plan. Find out how to achieve your goals and make your money work for you.

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Financial Strategies for Women

Stop putting yourself last on your “to do” list. Take the appropriate steps to prepare for your financial future now.

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Retirement Planning:­ What You'll Need

It’s never too late. Begin preparing and saving for your retirement today! Find all the information you need to get started right here.

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Business Owner Planning

Executive Compensation: Keeping Competitive

In order to hire the best in your industry, develop a compensation plan that rewards key employees. Learn how here.

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The Future of Your Business: Succession Planning

Find out how to protect your financial independence and the future of your business with a comprehensive succession plan. Start here.

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Education Funding

Now is the Time to Think about the Cost of College

The cost of a four-year college education is daunting. So how can you build a college fund? Find out about your options here.

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Estate Planning

Basic Estate Planning: Tips for Getting Started

A solid estate plan can help you attain your estate planning goals and objectives. Start building your estate plan here.

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Estate Planning Strategies: Smart Techniques

Minimize your tax liability while preserving your wealth. Find out how to structure your estate plan to do both, here.

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Insurance

Life Insurance: Protection with a Purpose

Discover the many reasons it makes sense to purchase life insurance and how to determine your financial needs. Learn more about life insurance here.

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Disability Insurance:­ How will you cover your income?

A long-term disability could destroy your financial security. Don’t let that happen. Find out how disability income insurance can help.

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Identity Theft: Could It Happen to You

It’s easier to commit than you might think and can be financially devastating. Find out how to avoid identity theft here.

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Long Term Care: Putting Your Family at Ease

If a family is required to provide long term care for a loved one at home; sometimes the costs are more than dollars and cents, they are higher.

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Investments

Fixed Annuities: Planning Ahead

No contribution limits. A guaranteed fixed rate of return. Tax-deferred earnings. Find out about fixed annuities for retirement here.

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Variable Annuities: Saving for the Future

Do you want an investment that provides retirement income and a guaranteed death benefit? Consider a variable annuity here.

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Personalize Your Portfolio

Defining your goals, comfort-level with risk, and investment time horizon can help you choose an investment strategy best suited to you. Learn more here.

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Mutual Fund Investing: It’s a Turnkey Choice

Wondering if investing in mutual funds is the right choice for you? Consider your options here.

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