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415.892.7766

1701 Novato Blvd
Suite 304
Novato, CA 94947
email: louis.batmale@lpl.com
What will your legacy be? Financial planning for your well-being. Enjoy the present while planning for the future.

Understanding Today’s Financial Environment


As a fifth generation San Franciscan, a father of four, and a Financial Advisor since 2000, I understand that we all face unique financial challenges. The list of financial concerns and considerations facing us today is seemingly endless. And there are no easy answers or a solution that fits everyone.

My approach is to help you invest strategically, reduce your exposure to taxes, meet your insurance needs and provide a plan to successfully transfer your wealth to your children and grandchildren.

I can provide you with the following financial services:

  • Managed asset plans - for professional fee-based portfolio management through LPL Financial
  • Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
  • Cash flow analysis - for everyday budgeting
  • College planning - long-term planning to ensure you’re ready
  • Retirement planning - to design an investment strategy to help you meet all of your retirement goals

My commitment to helping you pursue your financial goals combined with my strong community and family values provides the foundation on which trusted relationships are built.

Learn more about my background and financial planning philosophy.

Helpful Content

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Inflation and Your Portfolio

Inflation and Your Portfolio

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Historical Inflation

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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The importance of life insurance, how it works, and how much coverage you need.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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Around the country, attitudes about retirement are shifting.

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Smart investors take the time to separate emotion from fact.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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