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A Life Well Spent
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A Life Well Spent

3000 Executive Parkway, Suite 400
 San Ramon, CA 94583

Phone:

  • 408-244-2448

Fax:

  • 260-455-0195

E-mail:

  • nancy.pyzel@lfg.com
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Calculators

You can review interesting calculators on my site.

View Calculators

Videos

We have interesting videos for you to watch on my site.

View Videos

Contact Us

Please feel free to contact us with any questions.

Contact Us

Newsletters

  • Survivor Benefits Provide a Financial Lifeline

    Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.

  • Your Business: Minimum-Wage Laws in the Spotlight

    As more states increase the minimum wage, small businesses may start feeling the economic impact. Read this article for some coping tips.

  • Your Business: Could You Benefit from a Roth Conversion in 2020?

    This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.

  • Investing in UITs

    A Unit Investment Trust is structured differently than a mutual fund or ETF. Could its unique features help you ladder your investments?

More Newsletters »

Calculators

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

  • Car Affordability

    How much can you afford to pay for a car?

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

More Calculators »

Nancy A. Pyzel is a registered representative of Lincoln Financial Advisors Corp.

 CA Insurance Lic. #0E71106



Securities and investment advisory services offered through Lincoln Financial Advisors Corp, (Member SIPC)a broker-dealer and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. A Life Well Spent is not an affiliate of Lincoln Financial Advisors Corp.  CRN-3297899-102220

IMPORTANT CONSUMER INFORMATION:













Registered Representative may only discuss/and or transact securities business with residents of the following states: CA & NJ.


See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.


 


 


 


 


 


 


 


 


 


For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.


PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.


 


 

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