Firm specializes in tailoring financial portfolios for a perfect fit

With more than 30 years of experience in the financial industry, Randy Carson, a portfolio and wealth advisor at Kipp Financial Group in Ventura, specializes in designing portfolios to fit individual lifestyles and goals.

(VENTURA, CA – Sept. 24, 2009) Over a lifetime of making the right choices to secure your financial future, questions sometimes still remain. Is the portfolio you designed maximizing its potential? A simple analysis of options can lead to smart financial decisions, especially if you are experiencing changes in your employment or retirement situations.

Westlake Village resident Randy Carson, a wealth advisor and vice president of portfolio management at Kipp Financial Group in Ventura, CA, he has 30 years of experience in the financial industry, representing such companies as E.F. Hutton and City National Bank. A diverse background of life insurance, portfolio selection and management, fixed income management, equity trading and retirement planning provides a distinct advantage with clients.

"Every person and portfolio is different, in fact, I would say it would be difficult to find two that are exactly the same," Carson says. "What works for one may not work for another. A portfolio is like a business suit – it may look good from across the room, but you have to try it on for size to be sure."

This is where Carson comes in –a consummate tailor of streamlined portfolios that fit like Armani.

"Retirement planning is so important," he says. "There is a whole world out there for those with IRAs or 401(k) plans that can be rolled over outside of the company they have just retired from – it does not have to stay with that company."

"Randy has an astonishing wealth of knowledge that guides our company and our clients," said Stephen J. Kipp, founder and CEO. "Our clients trust Randy´s judgment and rely on his expertise to plan for their future."

Many portfolios can be improved upon to bring a better return, Carson says. He encourages people to get a second opinion and to seek expert advice, whether you have an established portfolio or are just getting started and need advice with risk assessment, debt resolution, estate management or tax strategies.

About Kipp Financial Group

Kipp Financial Group is an ensemble practice based in Ventura consisting of leading financial planning and wealth management professionals providing custom, in-depth analysis and client-centered financial solutions. For more information, call (805) 650-7654 or www.kippfinancialgroup.com.

Tina Vervoorn

Consortium Media's Five Pillars of Marketing Success©

Today´s media world is complex. Consortium Media Services (CMS) navigates and saves clients money with our unique 5 Pillars of Marketing Success© - a blend of advertising, public relations, promotions, web integration, and creative to build names into breakaway brands that are leaders in their respective category.

Advertising
The 19-year history of Consortium Media Services allows for preferred media and non-profit rate structures that are legendary. We literally save our clients thousands of dollars on media costs. In addition, our work with many non-profits, including the Ventura Music Festival, have resulted in hundreds of thousands of dollars of in-kind promotional coverage in local target markets areas.

Promotions
CMS has worked with the L.A. Dodgers, Albertsons, McDonald´s and other high profile firms in various charitable and retail programs. One of CMS´s most successful assets, promotions, will bring speed to timelines as additional awareness is built faster to clients through promotion and marketplace partnerships.

Public Relations
The Public Relations Division at CMS has consistently delivered many articles and managed press relations for numerous companies. Our "good news" approach delivers results and effectiveness. Over the past 11 years, CMS has developed solid relationships with key publishers, editors and reporters in Ventura County and throughout Southern California.

Web Integration CMS maintains and builds increased brand consistency in our web programs and has designed and integrated electronic components into many traditional media programs. Our latest design, Grossman Imaging Centers website, reflects its new iconic materials, brochures and folders and properly reflects the company´s commitment to excellence.

Creative
At CMS, our Creative Services Department is intimately tied to brand work, using all the various disciplines that make us an effective media management company on every level with the ability to carry out an exciting, sustained brand awareness campaigns.

About the CMS Team
Denise Bean-White, President / CEO
Denise has more than 28 years of hands-on experience in direct mail, newspaper, radio, network television and station management. Her trend analysis, brand work, and work stratagem media packaging delivers outstanding and cost effective results. She is dedicated to her client´s success. Denise is responsible for developing branding and marketing strategies and maintaining client relations.

Jennifer Curtis, Senior Vice President / General Manager
Jennifer´s diverse background includes experience in the video game industry and with Paramount Studios. Jennifer´s strength lies in her ability to create branding that translates seamlessly through a variety of media. Jennifer is analytical and multifaceted: able to write copy, direct production, and manage multiple projects simultaneously. She assists with executive management and in maintaining client relations.

Emily Raab, Creative Director
Emily has 10 years of experience in creative design services. She has an exceptional ability to capture and express a company´s brand through the power of design and relate a cohesive message throughout all facets of corporate communication from print to web and everything in between. Emily manages creative design development and oversees print and materials production.

Tina Vervoorn, Public Relations Manager
Tina has more than 9 years of experience working as a journalist, editor, photographer, and designer for a major newspaper. At CMS, she maintains positive relationships with local and national media outlets and crafts enticing press releases and supporting documents to ensure optimal coverage in various media. Tina is responsible for all public relations efforts and publicity with the media.

Denise Hodgson, Office Manager / Media and Traffic Coordinator
Denise´s excellent eye for detail is a tremendous asset to CMS. She skillfully manages to handle all facets of the firm´s bookkeeping and accounting, as well as traffic administration and media plan maintenance, including assisting with media plans, facilitation and invoicing.

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