• 201 Spear Street, Suite 1100, San Francisco, CA 94105 
  • 1990 North California Boulevard, 8th Floor, Walnut Creek, CA, 94596
  • (800) 841-4225
  • (925) 932-7082
Stephen Lovell
The Junk Drawer Approach to Investing Suddenly Single: 3 Steps to Take Now Emerging Market Opportunities Global and International Funds

“Because without heritage every generation must start over” 

smarter simpler more personal

You’re looking for ways to build and secure your wealth and your health so you can enjoy the good life. You want clear answers about retirement issues like the cost of health care in retirement, how to maximize Social Security benefits, ways to invest for growing potential and stability. Your financial advisor will give you those answers. But is your advisor, like me, a nationally recognized retirement expert?

Choosing a knowledgeable, trustworthy advisor you’re comfortable with is crucial to your financial success. I followed my Dad’s footsteps in becoming a San Francisco financial advisor, and since 1990 I’ve been helping families realize their retirement goals. I’ve expanded my knowledge, earning 10 professional credentials, so I can offer you complete answers to all your financial needs, especially how to enjoy a secure and comfortable retirement. There are sensible ways to make this happen. Coming to this website may help you find those ways. 

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Helpful Content

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Is Term Life Insurance for You?

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Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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Your DNA Test

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