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  • Dana Point, California

    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Blog

Young woman pouring a drink for an older woman. They are sitting together at a table.
Hale Lamb & Associates | Jul 28, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Two yellow balloons with smiley faces on them
Hale Lamb & Associates | Jul 28, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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 The financial consultants of Hale Lamb & Associates are registered representatives with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, ID, MN, NV, OR, and WA

Brian – CA Insurance license #0E51988 

Form CRS

LPL Financial Form CRS

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