Stephanie Bueno
Helping to light your path to the future
State(s) Licensed: CA Insurance Lic. #0M21925, MT, SD, WA
42305 Tenth St West
Lancaster, CA 93534
Helping to light your path to the future
State(s) Licensed: CA Insurance Lic. #0M21925, MT, SD, WA
Illuminating the path to a retirement with minimal IRS Interference
Whether you're building your retirement, safeguarding what you've already established, or preparing for the next chapter, I'm here to guide you every step of the way. The path of life is full of unexpected twists and turns, but together, we can navigate them with confidence and ease.
Your goals and values are the foundation of my work.
Are you ready to focus on achieving your goals? Have you taken a moment to ensure that you and your family are protected against unforeseen setbacks? Share where you are today and where you want to be tomorrow. I’m committed to helping you achieve your financial goals in alignment with your values.
I offer expertise in the following areas:
- Retirement Planning
- Investment Management
- Protecting loved ones with Income Protection
- Tax Efficiency Strategies
- Charitable Giving and Legacy Planning
- Trust Management
- Educational forums and collaborative opportunities
I look forward to walking alongside you on your financial path
Creating Your Financial Path
Achieving your goals in life requires diligence, and saving for retirement is no exception. While it’s important to plan for expenses like housing, food, travel, and hobbies, there are often overlooked factors that can significantly impact your comfort in retirement. I offer a comprehensive planning service designed to explore various options for optimizing your retirement income, including strategies for passing assets on to heirs and charities, and looking at what happens when the unexpected happens. Retirement planning isn’t a one-time task; it’s an ongoing process that we will regularly update and adjust as your life evolves. Together, we’ll ensure your plan remains aligned with your goals.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Lancaster Office
- Phone:
- 661-209-1036
Hours
M – F: 8 a.m. – 5 p.m.