Lamont Financial Services, 250 Bel Marin Keys Blvd, Suite F3, Novato, CA 94949
(415)883-5200
 

Thank you

Like most successful people, you’ve had your share of life’s challenges and rewards.  Over time you’ve learned to appreciate what’s really important to you and in the process you’ve built comfortable nest egg.  Now what?  As the saying goes, “It’s time to stop working for your money and let your money to work for you.”

Today’s post great-recession world may present new challenges to your financial security. With interest rates near rock bottom and the potential for stock market volatility ever present, how do you make your money work for you?  How do you preserve what you’ve worked so hard to achieve and how do you protect it from inflation, taxes and stock market fluctuation?

At Lamont Financial Services we’ve created a proprietary portfolio system to help our clients achieve and maintain their financial goals. Designed and refined to be applied to a wide range of our clientele’s goals and circumstances, we invite you learn more.

For a complimentary consultation or to find out if Lamont Financial Services is a good fit for you, click here.







Latest News
ira-types-lamont
October 19, 2016

Did you know that there are 11 types of Individual Retirement Accounts (IRAs)? That’s right, there are 11 ways to set aside money for retirement as an individual. Most are versions of two types of IRAs–traditional and Roth, but it’s important to understand all of your investment options. Let’s start with those two and move […]