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The Office of Les R. Koonce

Thank you for the opportunity to be of service.

It is no surprise that economic conditions over the past few years have created unique challenges for managing wealth and pursuing financial and investment goals.  Many investors are seeking guidance that emphasizes caution and protection as our nation slowly works through what we hope will be a strong, steady recovery.  Regardless of what economic and market changes may occur, I will continue to work with you to take the steps necessary to address your changing priorities and help you pursue your long-term goals.  Please don't hesitate to contact me any time you have questions, or if there is anything I can do to further satisfy your needs.

I look forward throughout 2012 to helping you clarify your financial picture, sort through the complexity of choices, and make strategic, well-planned decisions regarding your wealth and your future.  Rest assured, I will always place your needs first in that pursuit. 

 

I wish you the happiest and healthiest new year!

All the best,

Les Koonce


Please contact us at (650) 321-6068 to set up an appointment. 
 


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Newsletters

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

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