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.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
When to start? Should I continue to work? How can I maximize my benefit?
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The federal government requires deceased individuals to file a final income tax return.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you may need to save for retirement.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
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
Using smart management to get more of what you want and free up assets to invest.
Around the country, attitudes about retirement are shifting.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
All about how missing the best market days (or the worst!) might affect your portfolio.
Making the most of surprises is a great reason to work with us.
It’s never a bad time to speak with your financial advisor about changes in your situation.
When markets shift, experienced investors stick to their strategy.