(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.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
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