An independent and happy retirement doesn't just happen. For most of us, it takes a tremendous amount of planning and preparation - from the time you first enter the workforce. Retirement is not to be taken lightly. It's certainly well-deserved; after years of hard work, perhaps sacrifice, you've earned the right to enjoy yourself. You might be thinking about estate planning at this point in your life, and how to best live off the assets and principal you've accrued from your years of saving and investing. We can help guide you through this important and exciting time of life.

Improving your tax and financial position often takes expert guidance from a tax and investment professional.  Specializing in personal tax and investment management for the conservative investor, Nadine M. Lord and her staff are here to help you.  Nadine Lord, is located in Southern California and has been a firm believer of the financial planning concept since she opened her financial planning practice in 1983.  She is a Certified Financial Planner Practitioner™, Investment Advisor Representative and Registered Representative with National Planning Corporation.  Nadine is an independent life and disability insurance agent in the states of California (CA Life Insurance Lic # 0706223) and Arizona (AZ Life Insurance Lic # 54598), as well as an Enrolled Agent, enrolled represent Taxpayers before the Internal Revenue Service (IRS EA 2008-89416).

Nadine M. Lord holds the following licenses through National Planning Corporation, her broker/dealer:  Series 7, 24, 51, 63.  All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. 

 

Nadine M. Lord is a Registered Representative & Investment Adviser Representative, offering securities and investment advisory services through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser.  Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker/Dealer, agent or Investment Adviser Representative requirements.  In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker/Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion.