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Submitted URL: http://lapwealth.com/
Effective URL: https://www.lapwealth.com/
Submission: On April 22 via api from US — Scanned from DE
Effective URL: https://www.lapwealth.com/
Submission: On April 22 via api from US — Scanned from DE
Form analysis
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Text Content
Client Login Menu * Home * About * Team * Mission Statement * Services * Useful Links * Resource Center * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Tools * Glossary * Tax Resources * Contact Client Login SERVICE Quality oversight is vital to a healthy client relationship. Learn More TRUST The value of our expertise and dedication result in a positive experience. Learn More GOALS Our vision is shaped by your dreams. Learn More COMMITMENT We will create and support a plan for today and distant future. Learn More SERVICE Quality oversight is vital to a healthy client relationship. Learn More TRUST The value of our expertise and dedication result in a positive experience. Learn More GOALS Our vision is shaped by your dreams. Learn More COMMITMENT We will create and support a plan for today and distant future. Learn More WHERE DO YOU WANT YOUR FUTURE FINANCIAL ROADMAP TO TAKE YOU? BRINGING YOUR ENTIRE PICTURE TOGETHER: ONE PIECE AT A TIME Over the years, our team has evolved to include those with a wide variety of expertise. The value we bring to our clients helps navigate the sometimes chaotic and complex world of personal and business financial planning. We believe education is a vital tool, perhaps the most important one, in helping our clients. Every person is unique. The process of implementing a comprehensive financial plan is not unique. From the information gathering stage all the way up to passing assets to the next generation, we have established a time-tested approach to service the needs of our clients. Using a proactive process, we create a strategy to achieve your specific goals. OUR SERVICES FOCUSED ON YOU Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you. Learn more "THERE ARE MANY ROADS TO PROSPERITY, BUT ONE MUST BE TAKEN. INACTION LEADS NOWHERE." - Robert Zoellick "RISK COMES FROM NOT KNOWING WHAT YOU ARE DOING." - Warren Buffet "THERE ARE MANY ROADS TO PROSPERITY, BUT ONE MUST BE TAKEN. INACTION LEADS NOWHERE." - Robert Zoellick "RISK COMES FROM NOT KNOWING WHAT YOU ARE DOING." - Warren Buffet "THERE ARE MANY ROADS TO PROSPERITY, BUT ONE MUST BE TAKEN. INACTION LEADS NOWHERE." - Robert Zoellick "RISK COMES FROM NOT KNOWING WHAT YOU ARE DOING." - Warren Buffet DESIGNED FOR YOU A NEW APPROACH TO PLANNING Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece. Learn more "WHEN MONEY REALIZES THAT IT IS IN GOOD HANDS, IT WANTS TO STAY AND MULTIPLY IN THOSE HANDS." - Idowu Koyenikan "WEALTH IS THE ABILITY TO FULLY EXPERIENCE LIFE." - Henry David Thoreau "WHEN MONEY REALIZES THAT IT IS IN GOOD HANDS, IT WANTS TO STAY AND MULTIPLY IN THOSE HANDS." - Idowu Koyenikan "WEALTH IS THE ABILITY TO FULLY EXPERIENCE LIFE." - Henry David Thoreau "WHEN MONEY REALIZES THAT IT IS IN GOOD HANDS, IT WANTS TO STAY AND MULTIPLY IN THOSE HANDS." - Idowu Koyenikan "WEALTH IS THE ABILITY TO FULLY EXPERIENCE LIFE." - Henry David Thoreau TAKE CONTROL AND LEARN ABOUT WHERE YOUR MONEY CAN GO TODAY TAKE THAT FIRST STEP TO PERSONAL INVESTING WITH OUR LIBRARY OF RESOURCES RETIREMENT INSURANCE INVESTMENT LIFESTYLE TELL US HOW WE CAN HELP YOU TODAY Name Email Address Phone Message Send Thank you! Oops! CONTACT Office: 408-431-8087 Fax: 408-969-1648 2506 19th Avenue Kingsburg, CA 93631 Series 6, 7, 63, 66, SIE, Life and Health Insurance lpavlina@lapwealth.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Osaic Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities and Insurance services offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through NWF Advisory Services Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.