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Joseph M. Mandichak, CFP®

Mandichak, Investment, Retirement

25431 Cabot Rd
Suite 202
Laguna Hills, CA 92653-5527
Phone: (949) 583-1075
Fax: (949) 583-1085

Toll-free: (800) 877-7210

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Getting Divorced
  • Getting Married
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Men's Finances
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.