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We help retirees and pre-retirees in Southern California make sense of their finances and manage what they have worked so hard to build. We have a special focus on helping clients create comfortable retirement lifestyles and leave legacies of love.
Our clients are hard-working individuals with unique visions of the future who want to build long-term relationships with a team of financial professionals that truly care about their needs. Many of our clients are currently working with an advisor but still have concerns about building a future in turbulent times. We help them find personal answers to challenging questions like:
- When can I afford to retire?
- How can I help ensure I won’t run out of money?
- What purpose does my money serve?
- How can I invest in today’s uncertain markets?
- What will happen if I can’t handle my finances?
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Is your estate in order? This short quiz may help you assess your overall strategy.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Understanding how capital gains are taxed may help you refine your investment strategies.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Smart investors take the time to separate emotion from fact.
How does your ideal retirement differ from reality, and what can we do to better align the two?
What does your home really cost?
With alternative investments, it’s critical to sort through the complexity.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
There are hundreds of ETFs available. Should you invest in them?