Tel: (310) 780-1393
Charting America’s Debt: $31 Trillion and Counting. Failing to plan is planning to fail!
If you save money today, money will save you tomorrow!
Lu is an Independent Living Benefits Specialist with Financial Concepts of America.
Serving the L.A Coastal Area, Arizona and other states. She is a financial advocate for women, individuals and small business owners.
Providing financial security helps to ensure you will not lose or outlive all of your money.
The conversation of money can be different between men and women and this is my area of expertise. As women, we need to be taught the focus on the what- if. What if I suddenly become a sole provider or lose my income? As business owners it is key to create lower future taxes. This is an area that doesn’t work for “tax deferred or plans that penalize”.
I believe there are 5 areas of movement that need to happen, including taking a portion of your future income and guaranteeing it will last forever or creating a tax-free income stream. Lu offers her clients an opportunity to HELP their portfolio that may be bountiful but volatile; to utilize an asset that is not speculated but will create a stream that is contractually guaranteed for them.
This is what is missing in most retirement plans. There comes an age where making up market loss becomes a shorter window and begs this question.
Why are we taught that it is okay to lose our money? Lu sits on the Board of Directors for the LAX Coastal Chamber of Commerce. Co-chair of the award winning Women’s Lifestyle Committee and serves as President of the Playa del Rey based Ladies of the Westchester Elks since 2019.
Lu is a published writer on topics including Crazy $exy Money, Women & Wealth. The articles are conversation starters. She is also the creator of the group Blend2Day. ( Balance,Life,Educate,Network,Dream 2day) A women's networking brand where we as women can build up our businesses and create a vehicle to propel each other, teach, learn & create. In-person and Zoom appointments available.