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.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
View all articles
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
View all calculators
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
Saving for College 101
Here’s a crash course on saving for college.
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.