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Lamb Financial Planning LLC

Lamb Financial Planning LLC

Accounting Firms

Description

Lamb Financial Planning LLC, a financial services company, provides financial planning and investment advisory services to individuals and families. It specializes in providing hourly, as-needed financial advice; and designing strategies and solutions for clients short-term and long-term needs. The companys programs include existing portfolio and asset allocation analysis, personalized retirement planning, personalized retirement planning with investment recommendations, college planning program for clients with children ages 15-17, financial roadmap, transition plan, personal review of financial status, account consolidation and implementation, executor assistance services, annual check-ups, and implementation tasks, as well as budget, budgeting system, debt management, and savings allocation programs. It also provides speaking programs and workshops for groups, such as chambers of commerce, trade organizations, schools, and churches/synagogues, as well as informal settings, such as investing clubs and new parent support groups. The company was founded in 2009 and is based in Encino, California. As of September 5, 2013, Lamb Financial Planning LLC operates as a subsidiary of Abacus Wealth Partners, LLC.

Corporate Address

16133 Ventura Boulevard Suite 700 Encino, CA91436 United States of America

United States of America

818-942-7100

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