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Arlon Enmeier, CFP®
Private Wealth Manager

241 Avenida Del Mar
San Clemente, CA 92672
Phone:
  • 949-276-6333
Fax:
  • 949-276-6334

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Contact Us
OUR MISSION IS TO SUPPORT THE SUCCESS OF OUR CLIENTS
 
 
How We Help You Succeed

Our team has refined a process that seeks to  put all the pieces of the puzzle together to create a work optional lifestyle!

 

3D Process

 
Our Services

We provide comprehensive financial planning for future retirement, or those already retired. We educate clients on strategies to pursue their desired standard of living.

• Financial planning
Investment strategies
• Income distribution
• Ongoing investment monitoring
• Risk assessment
• Estate planning
• Periodic reviews
• Wealth management
• Retirement counseling
• Comprehensive portfolio management
• Tailored asset allocation & diversification
• Financial education
How We Communicate With You

Scheduled outreach includes regular planning reviews, check-ins, ongoing education opportunities, our informative client newsletter and weekly e-mail. You can also count on a response within 24 hours whenever you contact us with a question or concern.

Our Firm

Securities America, Inc. based in Omaha, Nebraska was founded in 1984 and is a national top 10 independent broker-dealer (as ranked by Financial Advisor magazine, 2017).  Beginning 2018, Securities America Advisors had approximately $86 billion in total client assets under supervision.  Securities America has over 2,500 financial representatives and is registered in all 50 states.

 

 

 

 

understanding the facts: ira vs. roth ira

 

WEEKLY MARKET COMMENTARY

March 18, 2019 - Ease Inflation's Impact On Your Savings

February 04, 2019 - Splitting Retirement Plans When Divorcing

March 11, 2019 - Joint Planning for Medicare and Social Security

January 28, 2019 - Healthcare Considerations Before Retiring

March 04, 2019 -  Tips to Prevent Credit Card Fraud

January 21, 2019 - An HSA Can Help With More Than Just Health Expenses

February 25, 2019 - Simple Spending Changes Can Lead to Big Savings 

January 14, 2019 - What To Do With A Work Windfall

February 11, 2019 - Making Your Executor's Job Easier

January 07, 2019 - A New Years Resolution, Developing a Wealth Mindset

 

MARCH newsletter

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck