FINANCIAL PLANNING IS FOR EVERYONE
You are cordially invited to an open house to celebrate the launch of a new Financial Planning and Investment Advisory Service to be provided by WZWLH Wealth Advisors, LLC
Date: Wednesday October 26, 2016
Time: 5:30 to 7:00
Location: WZWLH office – 4 Park Plaza, Suite 200, Irvine, CA 92614
We believe that financial planning is a lifetime commitment to you and your family for the purpose of achieving financial security and the ability to meet your financial goals. It is wealth building for everyone. The process includes three elements:
- Building your assets
- Preserving your assets, and
- Distributing your assets
Properly handling all of these elements requires a trusted team of professionals including: The Attorney, The Accountant, The Insurance Agent, and The Financial Planner
Please join us for hors d’oeuvres and wine to learn more about the elements of a financial plan and how you can achieve financial security and meet your financial objectives (e.g. home, education, retirement and leisure). You will have an opportunity to meet and ask questions of all of the critical members of our top notch team including:
Ron E. Thompson, CPA, CFP® – Partner, White, Zuckerman; Investment Advisor, WZWLH Wealth Advisors
Jeff Olsen – President, The Elements Financial Group a provider of investment management, administration services and RiskPro® the world’s first virtual strategist
Paul D. Barlow, CFP® – Financial Advisor and Life Insurance and Annuity Solutions Specialist
Mark Ziebold – Attorney At Law, Ziebold Law Group, Estate Planning, Probate and Taxation Law Specialist
We are located in Building 4 in the complex of the Hotel Irvine, adjacent to the Hotel to the east. Parking will be validated in Structure 4 just east of Building 4 off of Coronado.
RSVP to: rthompson@wzwlh.com by October 20, 2016
Calendar Event Setup – click the link below:
open-house-wzwlh-wealth-advisors-financial-planning-is-for-everyone