We create strategies tailored to your unique needs and goals.

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OUR PROCESS

THE PROCESS begins with a COMPLIMENTARY CONSULTATION to help both you and your advisor visualize and prioritize your financial goals.

  • Together, we determine what level of service makes sense for your unique situation.

 

  • It may take one or more more additional meetings to fully develop and implement a comprehensive plan depending upon the level of complexity.

 

Our goal is your COMFORT and UNDERSTANDING of the strategies implemented.

Establish

Goals &

Priorities

Analyze

Resources & Strategies

Implement the Plan

Review & Evolve

Pebble Beach

KEY AREAS OF FOCUS

Cash

Flow

Analysis

Retirement & Goal Analysis

Investment

Planning

Risk

Management

Tax Planning

Strategies

Estate Planning

Strategies

Wenrich Wealth Management Financial Plan

INVESTMENT ADVISORY AND

FINANCIAL PLANNING SERVICES

Stocks

Bonds

Tax Free Bonds

Mutual Funds

ETF's

Bank CD's

Market Linked CD's

Stock Options

Real Estate Investment Trusts

Fixed and Variable Annuities

Retirement Planning and Transition

Choosing a Savings Plan

Roth IRA, Traditional IRA, Etc.

College Planning

529 Plans

Coverdell Education Savings Accounts

Insurance

Life Insurance, Disability Insurance

Long-Term Care Insurance

Estate Planning Strategies

Company Retirement Plans

Investment Allocations in 401(k), 403(b)

Employee Stock Option Planning

Employee Stock Purchase Plans

Business Planning

401(k), SEP, SIMPLE, Profit Sharing

Buy-Sell Agreements, Key Man Insurance

Employee Financial Wellness Training

Deferred Compensation Plans

Business Liquidity Planning

Coast

Your Financial Advisor: Your Partner in Planning

Creating an effective financial plan takes time, know-how, and experience. By consulting with a professional advisor, you’ll gain:

  • Knowledge of options and alternatives tailored to your specific situation.

  • Connections to a network of professionals (accounting, legal, real estate, banking) when additional expertise is needed.

  • Advice and support from an experienced professional committed to guiding you toward long-term financial well-being.

Why People Say Yes To Financial Planning

Financial planning pulls together all your finances and organizes them to help make management easy and effective.

 

The more you understand and better manage your resources, the more prepared

you are for your goals and dreams.

 

CREATING A FINANCIAL PLAN WILL HELP YOU:

  • Understand how your individual financial decisions collectively impact your potential success.

  • Create integrated strategies that take into account the interconnectedness of your financial activities.

 

  • Identify your long-term goals and the steps needed to pursue them.

 

  • Track your progress and make adjustments as you experience new life events or develop different perspectives.

Contact Us

J. J. Wenrich is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA, MD, AZ, FL.

CA Insurance Lic#: 4038469

Phone: 949.547.4313

JJ.Wenrich@LPL.com

5613 Costa Maritima

San Clemente, CA 92673

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