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Case Studies

Case Study- Early Retirement & Legacy Planning-COVER

CASE STUDY
EARLY RETIREMENT & LEGACY PLANNING
Qualcomm Executive Retires at 51 With $300K Guaranteed Annual Income and a $5M+ Legacy Plan

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731 S. Hwy 101, Suite 2K, Solana Beach CA 92075

john.lohrenz@lpl.com  |  Phone: (858) 535 - 1705  |  Fax: (858) 535-1701

John Lohrenz is a Registered Representative with, and Securities and Advisory services offered through, LPL Financial. A Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AZ, CA, CO, FL, GA, ID, ME, MT, NC, NV, TN, WA

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*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2016, 2017, 2018, 2020, and 2024 Five Star Wealth Managers

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