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About

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Preserve

There is one question even the savviest retirement specialist will never be able to answer: just how long will my retirement assets need to last? 10 years? 25 years? 40 years? Whatever the answer, let us help you preserve your retirement so you can gain confidence that no matter what your age, it will be there when you need it. ​

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Protect

Our team is committed because you’ve spent a lifetime growing your retirement assets, saving responsibly so one day you'd have the retirement of your dreams. But how do you know your retirement is stable? What would a downturn in the market mean for you and your family? It’s time to build some armor around your retirement strategy and start protecting your retirement assets.

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Defend

Even the finest retirement strategy can crumble due to unexpected life events. Injuries, long-term care incidents and even state and federal taxes make up a few of life's many hurdles that could destroy even the best-constructed strategy. Let us help show you how to defend yourself from those unwelcomed obstacles and keep your assets protected.
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Jason R. Lund

Wealth Management Consultant
43460 Ridge Park Drive
Suite 200-R
Temecula, CA 92590

O 951.461.3638
M 619.200.7141
[email protected]
CA Insurance License #0808110

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This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation. Advisory Services Offered through CreativeOne Securities, LLC an Investment Advisor. Lund Financial and CreativeOne Securities, LLC are not affiliated.
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  • Home
  • About
    • Meet Jason
  • Services
  • Our 4-Step Plan
  • Resources
  • Events
  • News
  • Contact