Welcome to Michael R. Lampert, Certified Retirement Counselor's website. We are a full-service financial services firm focusing on retirement and financial risk planning. As financial service professionals, we can:
- Help you clarify and define your goals
- Explain how changing financial conditions affect you
- Recommend strategies that fit your needs
- Make investment planning easier
- Design and implement retirement plans for small business including profit sharing, defined benefit and 401(k) plans
- Create personalized investment plans, including IRAs, SEPs and SIMPLE IRAs
- Create and monitor investment plans for families and individuals
- Discuss, implement and monitor personal financial risk management concepts and strategies including life, disability and long-term care coverage
- Suggest and implement college-savings plans including 529 and CESAs
Michael Lampert, CLU, CASL, ChFC
Financial Advisor
Certified Retirement Counselor
CA Lic # 0763523