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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?
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
You’ve made investments your whole life. Work with us to help make the most of them.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Are women prepared for a 20-year retirement?
A quick look at how federal income taxes work.
An inside look at how marginal income tax brackets work.
For some, the social impact of investing is just as important as the return, perhaps more important.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to better see the potential impact of compound interest on an asset.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
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.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How do the markets usually react to elections? Was the 2016 election any different?
A special needs trust helps care for a special needs child when you’re gone.
How will you weather the ups and downs of the business cycle?
Pundits say a lot of things about the markets. Let's see if you can keep up.
When do you need a will? The answer is easy: Right Now.