Understanding Today’s Financial Environment
Welcome, we are a financial professional team in Long Beach, California. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (562) 420-7800.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Learn about the latest sport to sweep the nation with this informative article.
It may help your business be better prepared in the event of the death of a principal or key employee.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Why are 401(k) plans, annuities, and IRAs so popular?
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Here are five facts about Social Security that might surprise you.
Even low inflation rates can pose a threat to investment returns.
Here is a quick history of the Federal Reserve and an overview of what it does.