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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?
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
However exciting retiring abroad may sound, it deserves considerable planning.
For homeowners who think their property taxes are too high, there are ways to appeal.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Here are five facts about Social Security that might surprise you.
Make your retirement as exciting as your next vacation.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A special needs trust helps care for a special needs child when you’re gone.
When do you need a will? The answer is easy: Right Now.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?