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.

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Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

Savvy investors take the time to separate emotion from fact.

Consider a bucket plan to go with your bucket list.
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Consider a bucket plan to go with your bucket list.

A bucket plan can help you be better prepared for a comfortable retirement.

06/01/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life...
05/31/2026

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

How much do you know about stocks?
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How much do you know about stocks?

Understanding how a stock works is key to understanding your investments.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
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Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.
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Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

Information vs. instinct. Are your choices based on evidence of emotion?

The market is as unpredictable as the weather. We’re here to help you prepare.
05/27/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
05/25/2026

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Agent Jane Bond wants you to know about how bonds can be laddered to generate income.
05/24/2026

Agent Jane Bond wants you to know about how bonds can be laddered to generate income.

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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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