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4700 Spring Street
Suite 308 
La Mesa, CA 91942

619.303.0080

LS Investment Management is a financial services and investment management firm offering advice and guidance – with the personal attention that only an independent, locally owned company can provide.  We make decisions based on the best interest of our clients.  

We know life stages always change and we want you to be ready.   Contact us if you are ready to take your next right step toward your financial goals.

Helpful Content

Don't Buy The Hype

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Insurance Needs Assessment: Married With Children

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

 

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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