#Financial calculators palm desert ca update#
#Financial calculators palm desert ca license#
#Financial calculators palm desert ca professional#
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#Financial calculators palm desert ca update#

It is important that you periodically review and update your plans. Investment results can vary considerably depending on the type of securities involved, general market conditions and other factors. The information contained here is based on current law and has been obtained from sources believed to be reliable, but we do not guarantee its accuracy. Moreover, the reasonableness of certain information may change over time because of changes in tax law, investment trends and your personal circumstances. The determinations made by these calculators should not be construed as guarantees or projections. We do not guarantee their applicability or accuracy in regards to your individual circumstances. Fixed income risks include, but are not limited to, changes in interest rates, liquidity, credit quality, volatility, and duration.Ĭalculators are provided by an independent third party and are being made available to you as self-help tools for your independent use and are not intended to provide investment advice or be representative of actual results. Profits and losses on federally tax-exempt bonds may be subject to capital gains tax treatment. While interest on municipal bonds is generally exempt from federal income tax, it may be subject to the federal alternative minimum tax, or state or local taxes. The performance mentioned does not include fees and charges which would reduce an investor returns. It is not possible to invest directly in an index. The S&P 500 is an unmanaged index of 500 widely held stocks. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues. All examples are hypothetical and are for illustrative purposes. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances.

We don’t represent a group of investment products, we represent you.Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice.

Judith has an excellent support staff, including Todd Luttmers, her Practice Manager. She is an “empty nester” with two grown children.

#Financial calculators palm desert ca professional#

In addition to her professional achievements, Judith, a Southern California native, enjoys travel, college football events, bicycling, swimming, and chess with her husband, Hodge, an eminent domain attorney. She is a respected local entrepreneur, a member of the Coachella Valley Women’s Leader Forum and a member of The Desert Estate Planning Council in Palm Desert. Judith has enjoyed a long and successful career with institutional leaders in the financial industry. The firm incorporates advanced tax planning techniques to minimize income and estate taxes, and utilizes appropriate asset allocation models in order to focus on capital preservation and multi-generational wealth management. As a Registered Investment Advisory firm, Householder Group Estate & Retirement Specialists focuses on developing and implementing retirement and estate plans for private clients. She is also a Registered Representative with LPL Financial, the largest independent broker dealer in the nation (As reported by Financial Planning magazine, June 1996-2019, based on total revenue). Judith is a Regional Vice President of Householder Group Estate & Retirement Specialists.

#Financial calculators palm desert ca license#

She also holds a Life/Health/Disability Insurance License in the state of California.

#Financial calculators palm desert ca series#

She holds the following securities registrations: Series 7, 24, 63 held with LPL Financial and Series 66 through Householder Group Estate and Retirement Specialists. Dolle has over 30 years of experience in the financial services industry.