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Blog

Clark Atterbury | Jan 22, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Presented by Clark & Keeley Atterbury | Sep 27, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Presented by Clark & Keeley Atterbury | Sep 27, 2021

Retirement Calculator: Are You On Track to Reach Your Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Presented by Clark & Keeley Atterbury | Sep 27, 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Carlsbad & Rancho Cucamonga, CA

       
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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

© 2023 Atterbury Investment Management, Inc All rights reserved.