(626) 460-7087
16 North Marengo Avenue, Suite Suite 409
Pasadena, CA 91101
blemon@wradvisors.com
Make a plan to fund your future
What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals.
Services for your business
Your business has unique needs, and I have the resources to support you, your business and your employees.
Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Learn More
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn More
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Learn More