March 11, 2020

The Ongoing Market Volatility…

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Introducing the
Lifetime Income Model™!

The ongoing volatility in the stock market has caused a number of clients to reach out for advice. It is understandable how such a dramatic decline can shake the confidence of investors.

We at DK Wealth Management LLC employ a retirement planning solution called the Lifetime Income ModelTM (LIM) where appropriate for our clients.


Our experienced financial advisor, Kristopher Lindley, CFP® is here to answer any questions you may have or provide you with additional information on LIM. Kris has almost two decades of experience working with retirees and together with the LIM, he has an impactful story to share with you.


For More Information call 858-642-5050 x2045 or
reply to this email to schedule a 20 minute call.

BROUGHT TO YOU BY:

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Joshua J. Bodenstadt, CPA
Partner
DK Wealth Management LLC
4225 Executive Square, Suite 900
La Jolla, CA 92037-1485

Tel 858-642-5050 x2045
josh@dkllpcpa.com

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Kristopher Lindley, CFP®
Private Wealth Advisor
DK Wealth Management LLC
12555 High Bluff Drive, Suite 210
San Diego, CA 92130

Tel 619-550-4619
Kristopher.Lindley@LPL.com

DK Wealth Management LLC | La Jolla | University Heights | Woodland Hills | Beverly Hills

Investment advice offered through Integrated Financial Partners, doing business as DK Wealth Management LLC, a registered investment advisor. Joshua J. Bodenstadt is a solicitor to Integrated, compensated for solicitor services. Joshua J. Bodenstadt does not provide investment advice. Joshua J. Bodenstadt is not affiliated with Integrated Financial Partners. Click on the links for a copy of the firm’s ADV and solicitor disclosure statement.

The information in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. Integrated Financial Partners and LPL Financial do not provide legal/tax advice or services. Please consult your legal/tax advisor regarding your specific situation.

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