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Clark & Keeley Atterbury | Jun 9, 2023

9 Compelling Reasons to Retire as Soon as Possible - And One Reason Not To

Retirement
Retirement Planning
On the fence as to whether you should retire now or wait? Discover the benefits of early retirement when you've achieved financial independence. In this video
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Clark & Keeley Atterbury | May 16, 2023

Wall Street Focuses on Debt Ceiling

stock market
Investing
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Clark & Keeley Atterbury | May 10, 2023

Older Americans Month

Retirement
Retirement Planning
Each May is Older Americans Month, a time to celebrate the wisdom of aging people, recognize their many contributions, and facilitate discussions related to
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Clark Atterbury | Apr 29, 2023

What College Students Need to Know About Money

College

College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances

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Clark Atterbury | Apr 22, 2023

How to Plan Long-Term Care Before You Need It

Finance

It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you

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Clark Atterbury | Mar 25, 2023

How to Finance Your Dream Car

Finance


Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something

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Clark Atterbury | Mar 18, 2023

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Clark Atterbury | Mar 4, 2023

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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Clark Atterbury | Feb 25, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Clark Atterbury | Jan 28, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Clark Atterbury | Jan 21, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Clark Atterbury | Jan 14, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Carlsbad & Rancho Cucamonga, CA

       
  • About

Representatives are registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Atterbury Investment Management, Inc and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Atterbury Investment Management or these representatives.

Clark Atterbury CA Insurance Lic #0B29538  Keeley Atterbury CA Insurance Lic #0M95309

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