Larry Coltin - Malibu Canyon Wealth Management

Larry Coltin - Malibu Canyon Wealth Management No two clients have the same goals and concerns, thus no two clients should have the same cookie cutter plan. We are here to help you develop YOUR plan.

Let's talk. Larry Coltin is a registered representative with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (finra.org sipc.org). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associa

ted with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

You might be paying more in taxes than you need to—and not even realize it.From investment timing to account selection, ...
03/19/2026

You might be paying more in taxes than you need to—and not even realize it.

From investment timing to account selection, small decisions can have a big impact on your total tax bill. Here are five areas to keep in mind this tax season.

April is National Social Security Month—a good reminder to review your claiming strategy.When you claim Social Security ...
03/18/2026

April is National Social Security Month—a good reminder to review your claiming strategy.

When you claim Social Security can impact your lifetime benefits. Claiming at 62 means accepting a permanent reduction, while waiting until 70 will increase your monthly payment. The right timing depends on a wide range of factors, including your health, income needs, and overall retirement strategy.

If you're within a few years of claiming, now's a great time to review how Social Security fits into your bigger financial picture.

Questions about your retirement strategy? Let's talk.

08/25/2023

How to help kids develop financial awareness.

Your 529 Education Savings Plan has more options now than every before, Thanks to the Secure Act 2.0. Please contact me ...
05/29/2023

Your 529 Education Savings Plan has more options now than every before, Thanks to the Secure Act 2.0. Please contact me if you would like more information.

5.29.23

Volunteering Comes with Benefits
05/19/2023

Volunteering Comes with Benefits

Getting involved with community organizations and charities can help you, as well as others.

You are unique. Your goals and needs should be the basis of any financial strategy you follow.
02/14/2023

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Financial Planning for Women
07/08/2022

Financial Planning for Women

There are important planning considerations for women to help them reach their financial goals.

07/04/2022

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3407 Bellini Way
Lancaster, CA
93534

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