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Our commitment to supporting you and your family goes beyond ensuring our business continuity. We want to help ensure you have what you need from us so you can focus on your family and taking care of them. Our goal is to help you stay calm and confident despite current market conditions.


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A Clear Vision of Financial Goals

Coronavirus Concerns? Consider Past Health Crises

 Our Response to Coronavirus and the Markets


LPL Research - Updated Daily 

We count on the LPL Research blog for the latest market news:




Wealth Planning Group Operations:

  • In light of the COVID-19 pandemic we have decided to continue our Virtual Meetings Only policy until we get confirmation that it is safe to meet face-to-face. We want you to know that we are fully available via phone and email and doing everything that we can to maintain “business as usual” under these unprecedented circumstances. To adhere to our interest in social distancing, we've implemented split hours for our staff in office temporarily. Our staff will be available 12:30-4:30pm daily and they will respond to all voicemails left outside of those hours during that time. We will continue to do all we can to address your questions and concerns as quickly as possible. Our commitment to supporting you and your family goes beyond ensuring our business continuity. We want to help ensure that you have what you need from us, so you can focus on your family and taking care of them. We will be reassessing the situation on May 31st, unless the state of California allows us to open our doors sooner.

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