Broker Check

South Bay Planning Articles


We stay informed on the financial industry so we can keep

our community updated on relevant planning topics.

Small Business Owner: Are You Retirement-Ready?

Are you a small business owner and preparing for retirement?

Read here to discover how you can prepare your portfolio and business for the future!

Author: Matthew Stratman

December 2019

From Bull To Bear: 4 Ways To Prepare Your Portfolio

The bond market has seen a bull run for several years, but many financial professionals believe a bear market is on the horizon.

Read here to find out how to better prepare your portfolio!

Author: Matthew Stratman

September 2018