Submitted by Lamia Financial Group, Inc. on December 15th, 2012
Submitted by Lamia Financial Group, Inc. on December 1st, 2012
We live in a generous community where people instinctively want to lend a hand to those who are less fortunate. One popular way to do so is by donating your used clothing and other goods to nonprofit organizations like the Ventura County Rescue Mission or The Salvation Army, among others.
Submitted by Lamia Financial Group, Inc. on October 8th, 2012
THOUSAND OAKS, Calif.—Juan C. Ros, CFP®, a wealth manager and philanthropic specialist with Lamia Financial Group, LLC, in Thousand Oaks, will rejoin the board of directors of the Partnership for Philanthropic Planning of Greater Los Angeles (PPP-LA) for 2013. Founded in 1980, PPP-LA is an association of charitable gift planning professionals whose membership numbers more than 300. Ros will begin his one-year term as a member-at-large on Jan. 1.
Submitted by Lamia Financial Group, Inc. on September 23rd, 2012
Published in the Ventura County Star, October 7, 2012
For the past several years, savers and retirees have been starving for a return on their savings. With interest rates at historic lows, many people find themselves earning close to zero on their savings.
Submitted by Lamia Financial Group, Inc. on March 1st, 2012
Published in the Ventura County Star, September 22, 2012
The recent financial crisis and the lingering economic malaise have made Americans jittery about their savings. A common concern is whether they will outlive their savings and investments.
THOUSAND OAKS, Calif.--Lamia Financial Group, LLC, a full-service financial planning and wealth management company, announces that it expanded its financial planning advisory staff with the addition of Juan C. Ros, CFP®, and Jill Reagan, CPA. Ros brings an extensive background in charitable giving and Reagan’s focus is tax planning.