Lance Pelky Email and Phone Number

Lance A. Pelky - LPL Financial PlannerI've been helping SEMPRA Employees Optimize Their Benefits and Plan for a Confident RetirementAre you making the most of your SEMPRA Employee Benefits package? Will your Cash Balance plan, 401(k), and Social Security benefits be enough monthly income to pay your bills forthe rest of your life?Over the past 25 years, I’ve helped hundreds of SDG&E, Sempra, and PacBell employees to prepare for a confident retirement. Many SEMPRA employees come to me because they’re worriedabout whether they have enough to retire and seek answers to questions including:● Will I be able to retire on time?● Am I making the most of my SEMPRA benefits package?● Do I have too much in company stock?● Am I paying too much in fees?● How can I invest my assets as I get closer to retirement?My comprehensive financial planning process begins with understanding your goals and then addressing the key elements of financial planning including:● Retirement Income Planning● Estate Planning● Life Insurance, Disability Income & Long Term Care Planning● Comprehensive Financial PlanningBeing very familiar with SEMPRA Benefits Package and Retirement Plans, I offer a complimentary second opinion to all SEMPRA employees. I only take on new clients who I believe I can truly help. I welcome the opportunity to meet with you and learn about your financial goals to see if I can offer recommendations. To get started today, call my office at 619 282-2288 or email me atlancep@pelky.com.Meet LanceLance has taught retirement planning courses at National University and Chapman University. He has been published in The Wall Street Journal and The Tokyo Times. Active in the San Diego community, he serves as a mentor for students at San Diego State University through The Aztec Mentor Program.Lance Pelky is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.talktolance.com Series 7 and 63 held through LPL Financial.www.sipc.org