Laryssa Freeman, CFP® Meritage Wealth Management
- 5857 Owens Ave Suite 300, Carlsbad, CA 92008
- (760) 602-5091
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!
Registration 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 […]
Women 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% […]
Remember, 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 […]