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.
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
How literate are you when it comes to your finances? Brush up with these five basics.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Five creative (and inexpensive) ideas for motivating your employees.
Get ready to enjoy America’s national park system with this helpful article.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
If you died, what would happen to your email archives, social profiles and online accounts?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Why are 401(k) plans, annuities, and IRAs so popular?
Learn about what risk tolerance really means in this helpful and insightful video.
There are a few things to consider when buying or leasing your next vehicle.