Pam's Blog

Appropriate Checklists for Year-End Tax Planning

What are appropriate checklists for year-end tax planning? Tax planners often develop checklists to guide taxpayers toward year-end strategies that…
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Could the Worst be Behind Us?

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First, we want to acknowledge the tremendous damage and displacement caused by Hurricane Ian. Our thoughts are with those impacted…
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Survivor Social Security Benefits

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Fun Fact: Survivor Social Security benefits for a young spouse continues to grow even if that person has passed 20…
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Women and Estate Planning Basics

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When it comes to estate planning, women have unique concerns. The fact is that women live an average of 5.0…
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LPL Financial Advisors
1165 Lincoln Ave., Suite 330
San Jose, CA 95125
phone: 408.271.8800
fax: 408.271.8833
email: Pam.Flournoy@lpl.com

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Pam Flournoy, CFP® | CA |
1165 Lincoln Avenue #330
San Jose, CA 95125 |
CA Insurance Lic #0E58750

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP®, in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, and CFP® (with plaque design) in the UnitedStates to Certified Financial Planner Board of Standards, Inc.,which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Appropriate Checklists for Year-End Tax Planning

Could the Worst be Behind Us?

Survivor Social Security Benefits

Women and Estate Planning Basics

Schedule a Consultation

LPL Investment Advisor Representative

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