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 Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Steps to help you sustain and grow your retirement savings.
A letter of instruction provides additional and more personal information regarding your estate.
What role would taxes play in your investment decisions?
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Use this calculator to estimate your capital gains tax.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
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
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
It's easy to let investments accumulate like old receipts in a junk drawer.
A bucket plan can help you be better prepared for a comfortable retirement.
When markets shift, experienced investors stick to their strategy.
What does your home really cost?
How will you weather the ups and downs of the business cycle?
Savvy investors take the time to separate emotion from fact.