Tower 68 Financial Advisors

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Tower 68 Financial Advisors We are seasoned professionals focused on bringing you the highest level of personal attention, service, and trust. We complement and Member FINRA/SIPC.

We have the experience and skills to understand your needs and will help develop a strategy designed specifically for you. Kenneth South is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor. CA Insurance License: 0A75043

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 associated 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.

Don't wait until January to start planning for next year.Some of the most effective financial planning opportunities hap...
10/26/2026

Don't wait until January to start planning for next year.

Some of the most effective financial planning opportunities happen before December 31. Reviewing key areas of your financial life now may help you stay on track, reduce surprises, and enter the new year with greater confidence.

In our latest blog, we highlight 7 essential year end planning considerations for individuals and families.

✅ Read the full article here: https://www.tower68.com/blog/year-end-financial-planning-for-families

Having a will is important. Having a coordinated strategy is different.Estate planning is about more than distributing a...
10/22/2026

Having a will is important. Having a coordinated strategy is different.

Estate planning is about more than distributing assets. It's about preserving your values, protecting the people you love, and creating clarity for future generations.

This Estate Planning Awareness Week, take a fresh look at whether your strategy reflects where you are today and where you want your legacy to go tomorrow.

Learn more about planning for what's next at www.tower68.com.

We are now two weeks away from Midterms. The global conflicts are still in full swing and the markets are still exhibiti...
10/21/2026

We are now two weeks away from Midterms. The global conflicts are still in full swing and the markets are still exhibiting characteristics that have never been seen in the current combination in history.

What could we expect? What has happened before in history? What are the probabilities of history repeating itself? Could 21 out of 21 times turn into 22 out of 22?

Check out this week's Views From the Tower here 👉 https://www.tower68.com/blog/home-stretch-of-2026-what-you-need-to-know

It’s National Retirement Security Week! 🏦✨Planning for retirement isn’t just smart—it’s essential. Check out our "Am I R...
10/19/2026

It’s National Retirement Security Week! 🏦✨

Planning for retirement isn’t just smart—it’s essential. Check out our "Am I Retirement Ready" checklist to get started 🔗 https://www.tower68.com/retirement-planning

Happy National Boss’s Day! 💼✨Today we celebrate the leaders who inspire, empower, and guide us toward success. Thank you...
10/16/2026

Happy National Boss’s Day! 💼✨

Today we celebrate the leaders who inspire, empower, and guide us toward success. Thank you for your leadership, passion, and dedication.

Learn more about our leaders and team - https://www.tower68.com/our-team

You May Be Able to Afford Care. But Do You Have a Plan?For many successful families, the challenge isn't paying for long...
10/12/2026

You May Be Able to Afford Care. But Do You Have a Plan?

For many successful families, the challenge isn't paying for long term care. It's making thoughtful decisions before a health event or care need arises.
✔️ Who will coordinate care?
✔️ Where will it be delivered?
✔️ How will family members be involved?

If long term care planning is not yet part of your financial plan, let's start the conversation.📞 Reach out to Tower 68 Financial Advisors to learn more: www.tower68.com.

Please join us in wishing our Founder and CEO, Ken South a very Happy Birthday🎉 Wishing you a year ahead filled with con...
10/10/2026

Please join us in wishing our Founder and CEO, Ken South a very Happy Birthday🎉 Wishing you a year ahead filled with continued success, joy, and well-deserved celebration.

We are hitting the ground running to begin the fourth quarter. After a very difficult third quarter, which we warned of ...
10/07/2026

We are hitting the ground running to begin the fourth quarter. After a very difficult third quarter, which we warned of numerous times, last Friday and this week seem to be changing the weather of the markets.

In this week’s note, we go into what we are looking at, what could be important, and I end with what statistically could be expected after what has occurred in the first three quarters of 2026.

Check out this week's Views From the Tower here 👉 https://www.tower68.com/blog/overall-stock-market-is-narrow-in-number-but-working-all-the-same

REMINDER 🔔 Tax Extension Deadline is October 15, 2026If you filed for a tax extension earlier this year, October 15 is a...
10/05/2026

REMINDER 🔔 Tax Extension Deadline is October 15, 2026

If you filed for a tax extension earlier this year, October 15 is an important date to remember as it is the final day to file your federal tax return.

Need more time to file? Don’t wait, request an extension: https://www.irs.gov/newsroom/need-more-time-to-file-dont-wait-request-an-extension

As the deadline approaches, now is a good time to make sure your return is complete and submitted on time. If you have questions about how tax planning fits into your broader financial picture, we're here to help: www.tower68.com.

Reminder! FAFSA opens October 1Did you know that FAFSA is often used for more than just need based aid? Many colleges us...
10/01/2026

Reminder! FAFSA opens October 1

Did you know that FAFSA is often used for more than just need based aid? Many colleges use it when awarding merit scholarships, grants, work study opportunities, and certain student loan programs.

If college is on the horizon for your family, now is the perfect time to review your savings strategy and understand how financial aid may fit into your overall plan.

📚 Learn how Tower 68 can help with college planning and education funding: https://www.tower68.com/next-gen-investors

Address

610 Newport Center Drive, Suite 1520
Newport Beach, CA
92660

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