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Calculators

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How might the sequence of returns affect your retirement income?
How much money will you need in retirement?
How much will you receive from your 401(k) contributions?

Are you prepared for retirement
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You’ve probably been planning for retirement is some way, shape or form for many years. As you get closer to retirement, it’s important to plan in more specific details. How much money will you have coming in the door every month? Is that money guaranteed or could it fluctuate? How will you spend your money? Download our complimentary, no-obligation guide, “10 Steps to a Successful Retirement” to help you nail down the answers to more important questions.
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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.
​Check the background of an investment professional.
  • Home
  • About
    • Meet Jason
  • Services
  • Our 4-Step Plan
  • Resources
  • Events
  • News
  • Contact