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San Marino Investment Services -  Jim Lund & Mark Wiacek


2596 Mission Street, Suite 200
San Marino, CA 91108

Phone:

626-423-6350

Fax:

626-423-6886

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

          Providing for your Retirement and 1031 Exchange Needs

Welcome to our Website, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement,

estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Explains benefits of employee-stock ownership plans for succession planning.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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