Laryssa Freeman, CFP® Meritage Wealth Management
- 5857 Owens Ave Suite 300, Carlsbad, CA 92008
- (760) 602-5091
- http://www.meritagewm.com/
About Laryssa Freeman, CFP®
I recognize I’m not a good fit for everyone, and that’s ok! I offer a complimentary introductory meeting so that we can be open and honest from the outset to ensure our mutual compatibility.
New clients are typically concerned with taxes in retirement, understanding if their assets will last throughout retirement and coordinating assets to replace their paycheck.
I offer flat fee financial planning or ongoing comprehensive services to take the heavy lifting off your plate. Your choice!
Recently Published
Work Optional Webinar: What You Need to Know
July 25, 2022Registration is now closed for this webinar. Join my newsletter here for updates on future webinars! Join me for a live webinar on Tuesday September 27th, 2022 at 7:00 pm PST. Are you in or quickly approaching the time in your life where work is optional? Are your stock options, large retirement plan balances and […]
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Women, Wealth, and Legacy Planning
October 27, 2020Women play a central role in establishing and preserving family wealth — whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect the financial security of themselves or their families. Consider these statistics:1 Women now control more than half of personal wealth in the United States. In more than 40% […]
The post Women, Wealth, and Legacy Planning appeared first on Meritage Wealth Management.
A Checklist for Your Retirement Planning
October 20, 2020Remember, it is never too early to start planning for your future The time to begin planning for your financial future is now. So, when it comes to preparing for retirement, the earlier you start, the better. Here are some steps to help you achieve your overall objectives: Review your current financial situation by assessing […]
The post A Checklist for Your Retirement Planning appeared first on Meritage Wealth Management.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Baby Boomers
- Divorced Women
- Retirement Planning
- Widow/Widower
Ways Advisor Charges
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Flat Fee: $3500+/engagement
- Hourly Fee: $350+/hr
- Assets Under Management: 1.00%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
