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 Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Important items to consider when purchasing condo insurance.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Explore the growing influence women wield over the economy with this handy infographic.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
$1 million in a diversified portfolio could help finance part of your retirement.
Learn how to harness the power of compound interest for your investments.
Here’s a crash course on saving for college.
Around the country, attitudes about retirement are shifting.
Even low inflation rates can pose a threat to investment returns.
The decision whether to buy or rent a home may have long-term implications.