CONFIDENCE ~ FREEDOM ~ SUCCESS
What’s your WealthTarget®?
Most people already have savings, investments, and retirement funds, but they don’t have a plan. We help you define your target; we then teach you how to aim. By managing your cash and shielding yourself from many of life’s risks, you gain confidence. With that confidence you can then make better investment and retirement planning decisions giving you freedom from some of life’s stresses. Better decisions can potentially help lead you to your ultimate success!
Our strategy is simple: we listen. What are your goals? What are your dreams? What would you do if you could?
Laurence Menna
Financial Planner
1601 New Stine Road
Suite 180
Bakersfield, CA 93309
Phone: 661-837-8500
Fax: 661-837-8926
Contact Us
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