Broker Check

 Jerry Sheby, CFP®
 Kirk Sheby

 

Divider

 

5000 East Spring Street
Suite 340
Long Beach, California 90815

(562) 420-7800


Encore Careers: Push Your Boundaries Encore Careers: Push Your Boundaries Stay Safe with a B.O.P. At Your Back Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement The Long Run: Women and Retirement

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.

Helpful Content

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Should I Buy or Lease an Auto?

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

My Retirement Savings

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

 

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

View all articles arrow

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

View all calculators arrow

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

When Markets React

When markets shift, experienced investors stick to their strategy.

Rightsizing for Retirement

What does your home really cost?

The Business Cycle

How will you weather the ups and downs of the business cycle?

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

View all videos arrow