The Lynd Group Wealth Management

The Lynd Group Wealth Management Wealth management firm specializing in the holistic analysis of your financial foundation. All written content on this site is for information purposes only.

Fee-based financial planning and investment advisory services are offered by The Lynd Group Advisors, LLC, doing business as The Lynd Group Wealth Management, an Investment Advisor in the state of California. Insurance products and services are offered through Michael Mansfield, independent agent CA insurance license . Opinions expressed herein are solely those of The Lynd Group Advisors,

LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of CA or where otherwise legally permitted. All pages and applications created for The Lynd Group Wealth Management and its affiliates are intended for the purpose of discussing The Lynd Group Wealth Management activities, products, and initiatives. All comments, links, images, videos and other type of material posted ("User Content") are welcome but must comply with these Terms of Use and Facebook's Statement of Rights and Responsibilities. By posting on this site, you acknowledge and agree that: • You are responsible for the content that you post. • Your comments and any User Content do not necessarily reflect the opinions or ideas of The Lynd Group Wealth Management, its affiliates or its employees (collectively, The Lynd Group Wealth Management). • The Lynd Group Wealth Management does not verify the accuracy of information posted by others on this site, and The Lynd Group Wealth Management does not endorse or necessarily agree with any public opinions, statements, or comments made on this site. • All content posted by The Lynd Group Wealth Management on this site is the exclusive property of The Lynd Group Wealth Management, and is protected by copyright, trademark, and other applicable laws. • By posting on this site, you grant The Lynd Group Wealth Management unrestricted, nonexclusive, royalty-free, perpetual, irrevocable and fully sub-licensable right to use such material in any way The Lynd Group Wealth Management sees fit. • Our linking to other sites does not mean we endorse their content and use of any third party sites is at your own risk. The materials on this site are not intended to provide legal, tax, financial, or other professional advice. Please contact your legal, tax, or financial professional for guidance about your individual situation. Clicking the Like button does not constitute a testimonial for or endorsement of The Lynd Group Wealth Management or any Investment Advisor Representative. This is the only mechanism available to circulate our page. “Like” is not meant in the traditional sense. Posts must refrain from recommending investment advisory services or providing testimonials for our firm, since they are strictly prohibited. Please understand that we are required to delete such posts, since this is a regulatory requirement.

Dreaming about retirement is exciting. Planning for it is essential. Let’s make sure your financial future is ready when...
06/03/2026

Dreaming about retirement is exciting. Planning for it is essential. Let’s make sure your financial future is ready when you are. Contact our office today by calling (805) 500-7035.

You might live three decades in retirement. Are you prepared?
06/01/2026

You might live three decades in retirement. Are you prepared?

You might live three decades in retirement. Are you prepared?

This is an article about some of the top-rated methods used to create and follow a retirement savings plan.
05/29/2026

This is an article about some of the top-rated methods used to create and follow a retirement savings plan.

Use these top-rated methods to create and follow a retirement savings plan.

Relying solely on Social Security or traditional withdrawal strategies like the 4% rule may not be enough. Incorporating...
05/27/2026

Relying solely on Social Security or traditional withdrawal strategies like the 4% rule may not be enough. Incorporating other potentially stable income sources like annuities and using tax-efficient withdrawal methods may help your money last longer. Visit our website at https://thelyndgroup.com/.

On this Memorial Day, we pause to honor and remember those who gave their lives for our freedom. We are grateful for the...
05/25/2026

On this Memorial Day, we pause to honor and remember those who gave their lives for our freedom. We are grateful for their sacrifice.

Here is a piece on how spousal Social Security benefits can be complex, but understanding them can help maximize your re...
05/22/2026

Here is a piece on how spousal Social Security benefits can be complex, but understanding them can help maximize your retirement income.

Spousal Social Security benefits can be complex, but understanding them can help maximize your retirement income.

Developing a withdrawal strategy that considers tax implications can help preserve your nest egg. Instead of sticking to...
05/20/2026

Developing a withdrawal strategy that considers tax implications can help preserve your nest egg. Instead of sticking to a fixed percentage, consider tailoring withdrawals based on spending needs and account types. Give us a call at (805) 500-7035.

Here is an article about how taxable accounts and tax-deferred investment accounts each have unique advantages.
05/18/2026

Here is an article about how taxable accounts and tax-deferred investment accounts each have unique advantages.

Taxable accounts and tax-deferred investment accounts each have unique advantages.

Inflation, healthcare costs, and market volatility could derail your retirement. Learn strategies to help you work towar...
05/15/2026

Inflation, healthcare costs, and market volatility could derail your retirement. Learn strategies to help you work towards achieving your financial goals. Visit our website at https://thelyndgroup.com/ today.

Here is a piece on how health care costs typically grow in retirement, but these strategies can help you contain them.
05/13/2026

Here is a piece on how health care costs typically grow in retirement, but these strategies can help you contain them.

Health care costs typically grow in retirement, but these strategies can help you contain them.

Address

801 S Victoria Avenue, Ste 105
Ventura, CA
93003

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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