Richard E Duarte, AAMS, GEPC, LPL Registered Principal • Securities Offered Through LPL Financial • Investment Management & Retirement Planning
CA Insurance Lic. #0833230
We Work For You
Our first priority is to take care of you and your family, at whatever stage of life you're at. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.
What Does Your Retirement Look Like?
We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.
Words of Wisdom "The investor of today does not profit from yesterday's growth." - Warren Buffet
We provide assistance in the following areas:
INVESTMENTS
Mutual Funds Common & Preferred, Stock Exchange Traded Funds (ETFs), Corporate Bonds, Municipal Bonds, Government Bonds, Treasury Notes & Bills, Fixed & Variable Annuities, Alternatives (non-traded REITs), Certificates of Deposit
Retirement Income Plans,Wealth Accumulation Plans, Wealth Preservation Plans, Estate Plans
INSURANCE Disability Income Insurance, Life Insurance. Long-Term-Care Insurance
If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact me, by phone or email. I can help you make sense of today's investment climate.