The Looser Financial Group

The Looser Financial Group You've planned for your next vacation, but have you planned for your financial future Member FINRA/SIPC.

The Looser Financial Group is focused on helping clients develop a "Financial Road Map" which will help put you on the appropriate path in pursuit of your financial dreams and destination. Everything we do at The Looser Financial Group is guided by a very simple profound quote from Yogi Berra,

"If you don't know where you are going you might wind up someplace else". Let The Looser Financial Gro

up help you not "wind up someplace else", but end up exactly where you want to be in life. We help clients' design a personalize plan "Road Map" to guide them through the financial complexities of life. Your financial journey will have some ups and downs but with a good plan you will be able to work towards arriving at your desired destination. The financial consultants of The Looser Financial Group are registered representatives with, and
securities and advisory services offered through LPL Financial, a registered investment advisor. www.finra.org, www.sipc.org
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with The Looser Financial Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
09/03/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
09/02/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees ca...
08/31/2026

AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees can enhance productivity, save time, and increase the success of their business endeavors.

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of o...
08/30/2026

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Childhood attitudes and habits can determine your child's health in his or her adult years.
08/29/2026

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

The stock market has a long and storied history, from the Dutch East India Company to Wall St.
08/28/2026

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
08/26/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

08/24/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

Ready to retire? Prepare with these key questions for those ready to take the big step.
08/23/2026

Ready to retire? Prepare with these key questions for those ready to take the big step.

Key questions to answer when you are considering retirement.

Check out this informative video on bull and bear markets to better understand how the stock market works!
08/22/2026

Check out this informative video on bull and bear markets to better understand how the stock market works!

Learn about the difference between bulls and bears—markets, that is!

Address

1761 HOTEL CIR S STE #106
San Diego, CA
92119

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16194620862

Website

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