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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?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Do you know these three personal finance sayings?
There are three things to consider before dipping into retirement savings to pay for college.
Even low inflation rates can pose a threat to investment returns.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
It's easy to let investments accumulate like old receipts in a junk drawer.
Are you ready for retirement? Here are five words you should consider.