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.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Understanding the types of extended care services—and what those services could cost—may be critical.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Understanding how capital gains are taxed may help you refine your investment strategies.
For many, retirement includes contributing their time and talents to an organization in need.
Here are 4 great, and sometimes unexpected, places to raise a family.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine your potential long-term care needs and how long your current assets might last.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
When you retire, how will you treat your next chapter?
Do you know how to set up your financial goals for success? This knight does.
There are three things to consider before dipping into retirement savings to pay for college.
There’s an alarming difference between perception and reality for current and future retirees.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?