515 Marin Street Suite 418 Thousand Oaks, CA 91360

(805) 917-6771
info@longevitycapitalmgmt.com
Client Login
Terri McGray Home
Terri McGray Home
  • Home
  • About Us 
    • Our Team
    • About LPL
    • FAQ
  • Who We Serve 
    • Professionals
    • Women
    • CPAs
  • Tools 
    • LPL Research
    • Calculators
    • Useful Links
    • Retirement Planning Resources
    • Tax Resources
    • Retirement
    • Estate
    • Investment
    • Insurance
    • Tax
    • Money
    • Lifestyle
    • Glossary
  • Insights 
    • Blog
  • Employer Page 
    • Thought Leadership
    • Cost Efficiency
    • Employee Retirement University
  • Contact
Client Login

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Share |

Have A Question About This Topic?

Thank you! Oops!

Related Content

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Contact

Office: (805) 917-6771

Fax: (805) 601-7024

515 Marin Street

Suite 418

Thousand Oaks, CA 91360

info@longevitycapitalmgmt.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • All Articles
  • All Videos
  • All Calculators
  • All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.

Terri McGray is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

Terri McGray | California | 515 Marin St. Ste. 418, Thousand Oaks, CA 91360 | CA Insurance Lic. #0747408.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, GA, ID, NV, OH, OR, TX, UT and VA.