Allyson J Trantum, CFP® has joined La Pointe Wealth Management in Old Town Temecula. Allyson assists business owners in creating pension plans designed to help them seek to accomplish their retirement goals.
The Department of Labor is issuing new regulations in the next few months effecting group retirement plans. In preparation, Allyson joined LPL who is committed to adjusting to and complying with these new regulations. Allyson has been serving business owners, executives and professionals here in the Temecula Valley for the last 19 years. She works individually with each of her clients to create a strong, personalized financial plan with the goal of achieving a rising income during their retirement years, maximizing social security benefits, planning for long term care and estate planning.
Allyson is a registered representative with and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC