RECENT NEWS

Dueling Strategies for Retirement Funds

As your retirement date nears, you likely feel the conflict between needing to grow your portfolio, so that it will sustain you for potentially 30+ years, and the simultaneous need to protect your portfolio from catastrophic losses.

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Insuring a College Education

When investors pulled out of 529 plans during the economic downturn, insurance companies shifted their marketing to capture a growing portion of the college savings market.

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D.M. Brenner, Inc.
380 Stevens Avenue, Suite 211
Solana Beach, CA 92075

Phone: (858) 345-1001
Fax: (858) 345-1054
www.dmbrenner.com

David M. Brenner, CLU, ChFC
CA Lic. #0801900
david@dmbrenner.com

Alexandra Kinander, CFP®
CA Lic. #0F80681
alex@dmbrenner.com