Working Together.
Providing Solutions.
Working Together.
Providing Solutions.
Working Together.
Providing Solutions.
Here to make the decision
As a leader in the financial life planning field, Wealth Management in a Box and its network of advisors are always focused on clients’ best interests. Who you are and what you care about is of paramount importance to the work we do together. Our dynamic, team-based approach allows us to develop a comprehensive financial plan that aligns with your values, priorities, and life goals.
We all want to face the future with anticipation rather than apprehension. That’s why we have developed and refined a retirement planning process that addresses all the pieces of the financial puzzle and helps you move forward with confidence as life unfolds and your needs evolve.
Our complete Wealth Management in a Box practice offers all the tools and products necessary to protect and grow a solid financial future for you and your family, including:
Here to make the decision
As a leader in the financial life planning field, Wealth Management in a Box and its network of advisors are always focused on clients’ best interests. Who you are and what you care about is of paramount importance to the work we do together. Our dynamic, team-based approach allows us to develop a comprehensive financial plan that aligns with your values, priorities, and life goals.
We all want to face the future with anticipation rather than apprehension. That’s why we have developed and refined a retirement planning process that addresses all the pieces of the financial puzzle and helps you move forward with confidence as life unfolds and your needs evolve.
Our complete Wealth Management in a Box practice offers all the tools and products necessary to protect and grow a solid financial future for you and your family, including:
Meet the Team
Wealth Management in a Box is comprised of a network of Comprehensive Risk Management and Retirement Income Planning experts, bringing value to your personal & financial world. Our network of strategic partners have played an integral part in protecting families throughout the country and helping many of those clients achieve their retirement reality.
In addition to our strategic partners,
we would like to introduce you to our Wealth Management in a Box support team:
Meet the Team
Kelly Carter
Steve Conte
Shawnee Burce
Stephanie Wendt
Lisa Vanderfin
Stephanie Wendt
Lisa Vanderfin
2100 Palomar Airport Rd., Suite 214-8 Carlsbad, CA 92011
Kelly J. Carter: CA Ins Lic # 0E89958Steven A. Conte: CA Ins Lic # 0E36640
2100 Palomar Airport Rd., Suite 214-8 Carlsbad, CA 92011
Kelly J. Carter: CA Ins Lic # 0E89958Steven A. Conte: CA Ins Lic # 0E36640
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Advisory services offered through ChangePath, LLC., a Registered Investment Adviser. ChangePath, LLC. and Beacon Retirement Planning Group, Inc. are unaffiliated entities. ARE-8089 | 20446 - 2020/9/28
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Advisory services offered through ChangePath, LLC., a Registered Investment Adviser. ChangePath, LLC. and Beacon Retirement Planning Group, Inc. are unaffiliated entities. ARE-8089 | 20446 - 2020/9/28
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.