Our Primary Purpose

We like to consult with our clients on a quarterly basis to keep them informed on what the market is doing and how their investments are performing in the current market environment. We also want to help our clients negotiate their way through the noise from financial media, that is often confusing, contradictory, and disheartening.

Our Primary Purpose

George Khalsa and Associates works with LPL Financial to provide the full menu of financial services to regular people who are accumulating assets for eventual retirement or who are already retired. For those who are living off their investments (in addition to social security and company pensions), the plan of what investments to liquidate and in what order may determine the ultimate success of failure of their retirement income program. George has 30+ years of experience working with clients, helping them make good decisions about their investments. He has multiple designations including APMA, Retirement thing, CLU, ChFC. His main hobby is playing with his grandchildren and coaching their youth basketball team. He also is seen and heard on the Internet providing color commentary for  high school baseball, football and basketball.  

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create strategies for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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