The Lynd Group Wealth Management

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The Lynd Group Wealth Management Wealth management firm specializing in the holistic analysis of your financial foundation. All written content on this site is for information purposes only.

Fee-based financial planning and investment advisory services are offered by The Lynd Group Advisors, LLC, doing business as The Lynd Group Wealth Management, an Investment Advisor in the state of California. Insurance products and services are offered through Michael Mansfield, independent agent CA insurance license . Opinions expressed herein are solely those of The Lynd Group Advisors, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of CA or where otherwise legally permitted. All pages and applications created for The Lynd Group Wealth Management and its affiliates are intended for the purpose of discussing The Lynd Group Wealth Management activities, products, and initiatives. All comments, links, images, videos and other type of material posted ("User Content") are welcome but must comply with these Terms of Use and Facebook's Statement of Rights and Responsibilities. By posting on this site, you acknowledge and agree that: • You are responsible for the content that you post. • Your comments and any User Content do not necessarily reflect the opinions or ideas of The Lynd Group Wealth Management, its affiliates or its employees (collectively, The Lynd Group Wealth Management). • The Lynd Group Wealth Management does not verify the accuracy of information posted by others on this site, and The Lynd Group Wealth Management does not endorse or necessarily agree with any public opinions, statements, or comments made on this site. • All content posted by The Lynd Group Wealth Management on this site is the exclusive property of The Lynd Group Wealth Management, and is protected by copyright, trademark, and other applicable laws. • By posting on this site, you grant The Lynd Group Wealth Management unrestricted, nonexclusive, royalty-free, perpetual, irrevocable and fully sub-licensable right to use such material in any way The Lynd Group Wealth Management sees fit. • Our linking to other sites does not mean we endorse their content and use of any third party sites is at your own risk. The materials on this site are not intended to provide legal, tax, financial, or other professional advice. Please contact your legal, tax, or financial professional for guidance about your individual situation. Clicking the Like button does not constitute a testimonial for or endorsement of The Lynd Group Wealth Management or any Investment Advisor Representative. This is the only mechanism available to circulate our page. “Like” is not meant in the traditional sense. Posts must refrain from recommending investment advisory services or providing testimonials for our firm, since they are strictly prohibited. Please understand that we are required to delete such posts, since this is a regulatory requirement.

If you’re required to take minimum distributions from your retirement accounts, it’s worth confirming that your withdraw...
10/09/2026

If you’re required to take minimum distributions from your retirement accounts, it’s worth confirming that your withdrawals are on track for the year.

Taking a few minutes to review your plan now can help you stay ahead of year-end deadlines. Call our office at (805) 500-7035.

You don’t need to panic yet about Social Security, but you should stay informed.
10/07/2026

You don’t need to panic yet about Social Security, but you should stay informed.

You don’t need to panic yet about Social Security, but you should stay informed.

Consider your eligibility and the impact of removing retirement dollars before dipping into your 401(k) plan.
10/05/2026

Consider your eligibility and the impact of removing retirement dollars before dipping into your 401(k) plan.

Consider your eligibility and the impact of removing retirement dollars before dipping into your 401(k) plan.

The numbers are in! We just got the jobs report, and the data is week...so no rate hike this month! Check out our video ...
10/02/2026

The numbers are in! We just got the jobs report, and the data is week...so no rate hike this month! Check out our video for updates:

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

December can get busy fast. Your financial planning doesn’t have to get squeezed in at the last minute.Starting your yea...
10/01/2026

December can get busy fast. Your financial planning doesn’t have to get squeezed in at the last minute.

Starting your year-end review early gives you time to ask questions, explore your options, and determine which strategies may make sense for your goals. To get started, contact our office today at (805) 500-7035.

Annuities can provide guaranteed income, principal protection or market-linked growth, but costs, risks, tax treatment a...
09/30/2026

Annuities can provide guaranteed income, principal protection or market-linked growth, but costs, risks, tax treatment and withdrawal rules vary widely.

Annuities can provide guaranteed income, principal protection or market-linked growth, but costs, risks, tax treatment and withdrawal rules vary widely.

Is there a financial decision you’ve been meaning to make?Maybe it’s updating an account, reviewing a strategy, adjustin...
09/28/2026

Is there a financial decision you’ve been meaning to make?
Maybe it’s updating an account, reviewing a strategy, adjusting a savings goal, or finally addressing something that’s been sitting on your to-do list.
Now is a good time to organize those outstanding decisions and determine your next steps. A little clarity today can help you head into the new year with fewer financial question marks.

To get started, give us a call at (805) 500-7035.

Delaying can increase your benefit, but whether that's worthwhile in the long run depends on other factors.
09/25/2026

Delaying can increase your benefit, but whether that's worthwhile in the long run depends on other factors.

Delaying can increase your benefit, but whether that's worthwhile in the long run depends on other factors.

When was the last time you checked in on your emergency fund?As everyday expenses change, the amount you once set aside ...
09/21/2026

When was the last time you checked in on your emergency fund?
As everyday expenses change, the amount you once set aside may not go as far as it used to. Take a moment to review your cash reserves and consider whether they still align with your current expenses, lifestyle, and financial needs.
A strong emergency fund can help you feel more prepared when the unexpected happens.

Call our office at (805) 500-7035.

The market is doing well, but you still want to monitor your retirement plan.
09/18/2026

The market is doing well, but you still want to monitor your retirement plan.

The market is doing well, but you still want to monitor your retirement plan.

Address

801 S Victoria Avenue, Ste 105
Ventura, CA
93003

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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