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 Jerry Sheby, CFP®
 Kirk Sheby

 

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5000 East Spring Street
Suite 340
Long Beach, California 90815

(562) 420-7800


Encore Careers: Push Your Boundaries Encore Careers: Push Your Boundaries Stay Safe with a B.O.P. At Your Back Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement The Long Run: Women and Retirement

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.

Helpful Content

Retirement and Quality of Life

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

The Average American Budget

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

 

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

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Comparing Mortgage Terms

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

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Protecting Those Who Matter Most

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Power of Tax-Deferred Growth

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

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

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