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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?
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Do you have an estate strategy? You should.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Women must be ready to spend, on average, more years in retirement than men.
There’s an alarming difference between perception and reality for current and future retirees.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A special needs trust helps care for a special needs child when you’re gone.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?