Temecula, CA - December 22, 2025 - Lund Financial Management, a leading financial planning and wealth management firm serving clients across Southern California, today announces a renewed focus on tax-efficient financial strategies designed to help individuals and families preserve, protect, and defend their wealth. The initiative underscores a central belief long championed by the firm: “Money, when not taxed away, helps build your net worth and income.”

With taxes remaining one of the most significant obstacles to long-term wealth accumulation, Lund Financial Management is expanding its educational outreach and strategic guidance to help clients better understand how to control, mitigate, and defer tax exposure throughout every stage of their financial journey.

“Many investors don’t realize the impact that taxes can have on their long-term financial outlook,” said Jason Lund, Wealth Management Consultant at Lund Financial Management. “We help remove the tax infestation from your assets and income. By taking a proactive approach, clients can strengthen their wealth, improve retirement confidence, and gain clarity about their financial future.”

Across the United States, rising tax burdens continue to challenge households preparing for retirement, navigating career transitions, or building multigenerational wealth. Lund Financial Management’s proven process—Discovery, Strategy, and Implementation—ensures clients receive a personalized analysis of their current financial profile and a detailed roadmap for improvement.

This tax-focused initiative builds on Lund Financial Management’s long-established pillars of service: Preserve, Protect, and Defend.

• Preserve: Helping clients safeguard retirement assets so savings last throughout their lifetime.

• Protect: Structuring strategies that shield wealth from market volatility and unnecessary risk.

• Defend: Addressing life events, long-term care needs, and tax pressures that can undermine even the most carefully designed plans.

Lund Financial Management continues to provide comprehensive support across financial planning, retirement planning, insurance services, estate strategies, and tax-efficient wealth management. With deep experience in IRAs, 401(k)s, annuities, business-owner planning, and legacy strategies, the firm works to simplify complex decisions for pre-retirees, professionals, individuals in transition, independent women, multigenerational families, and the next generation of investors.

“Our mission is to empower our clients with clarity and confidence,” Lund added. “From understanding tax optimization to turning assets into income, we want every client to feel prepared for what lies ahead. The better you understand your tax landscape, the more effectively you can shape your financial future.”

Individuals interested in exploring tax-efficient strategies or assessing their current financial plan are encouraged to connect with Lund Financial Management via phone or its website.

Advisory Services Offered Through Client One Securities, LLC an Investment Advisor. Lund Financial and Client One Securities, LLC are not affiliated.

About Lund Financial Management

Lund Financial Management is a comprehensive wealth advisory firm based in Temecula, California, dedicated to helping individuals and families preserve, protect, and grow their financial futures. Through a structured process of discovery, strategic planning, and implementation, the firm provides personalized guidance across retirement planning, tax-efficient strategies, insurance solutions, estate planning, and long-term income planning. With decades of experience and a values-driven approach, Lund Financial Management empowers clients to make informed decisions, navigate life’s transitions, and build multigenerational financial confidence.

Disclaimer: This press release may contain forward-looking statements. Forward-looking statements describe future expectations, plans, results, or strategies (including product offerings, regulatory plans and business plans) and may change without notice. You are cautioned that such statements are subject to a multitude of risks and uncertainties that could cause future circumstances, events, or results to differ materially from those projected in the forward-looking statements, including the risks that actual results may differ materially from those projected in the forward-looking statements.

Media Contact
Company Name: Lund Financial Management
Contact Person: Jason Lund
Email: Send Email
Address:43460 Ridge Park Drive, Suite 200-K
City: Temecula
State: CA 92590
Country: United States
Website: https://lundfinancialmanagement.com/