SERVICES

Investment Management of Brokerage and Retirement Accounts

Fee based on percentage of assets under management. Fiduciary duty with no commission-based products. Ideal for clients who lack time or expertise to implement an on-going investment strategy including stocks, ETFs, and in some cases options to generate income or hedge risk.

Financial Planning Before and During Divorce

Consulting charged by the hour or flat-fee. Analysis for couples or individuals seeking to understand the short- and long-term financial and tax impacts of potential settlement options including property division and child and spousal support.

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Laurie Itkin

The Options Lady

TheOptionsLady.com

Coastwisegroup.com

San Diego, CA 92130

 

Tel: 858-220-4736

laurie@theoptionslady.com