We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
- Harry Paez
23075 Twinflower Avenue
Wildomar, CA 92595 - Website:www.lhmwealth.com
- Closed
- 09:00 AM to 05:00 PM
- 09:00 AM to 05:00 PM
- 09:00 AM to 05:00 PM
- 09:00 AM to 05:00 PM
- 09:00 AM to 05:00 PM
- Closed
Service Areas
- – Los Angeles CA
- – Beverly Hills CA
Areas of Expertise
- Portfolio reviews
Financial and Estate Planning
Investment (fee-based) management
Stocks, Bonds, Mutual Funds and ETF's
Retirement strategies
Life Income strategies
Estate conservation strategies
Wealth transfer and preservation strategies
Conversion of stock certificates to 'in street name' brokerage accounts
Insurance and annuity products ( fixed and variable )
Insurance policy reviews and exchanges
Probate/Estate Accounts
Tax-advantaged investments
Business (employer/employee) retirement plans
Retirement (IRA, 401k, 403b, 457 and pension) account rollovers
Interest bearing personal and business checking accounts by EVERBANK
CD's, money market accounts and mortgage loans by EVERBANK
