For more than three decades, PlanMember has been a leader in the retirement planning market helping members improve their overall financial strength. With over 40 Financial Centers and 500 advisors located across the nation, PlanMember provides premiere-class retirement plan solutions for employers and their employees, as well as wealth management for individual investors, through a wide range of investment options and highly personalized support and service. It’s all part of PlanMember’s commitment to making a positive difference in the financial needs of our partners and members. Representatives registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor, and member FINRA/SIPC.
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
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During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Kelley Slaught has years of experience in helping people make knowledgeable financial decisions. She helps clients make wise investment and financial decisions based on uncompromising trust, integrity and customized service. Partnering with her clients, she establishes a financial map preparing them to retire with ease. She accomplishes this by providing complete and diligent advisory services to help clients prioritize and attain their goals. While Kelley mostly serves retirees and pre-retirees in Southern California, she has helped clients all over the country. She has passed the Series 7 and 66 securities exams and holds life and health insurance licenses in California, Arizona, New York, Nevada, Hawaii, Michigan, Ohio and New Jersey. She earned a bachelor's degree in business administration from the University of California.
At Monarch Wealth Strategies, our Santa Barbara office offers a personalized wealth management experience for affluent families and individuals. We take a team-focused approach to financial planning, providing tailored advice that prioritizes long-term relationships and trust. Our commitment is to deliver a high-touch, collaborative service that meets the unique needs of each client.
