2601 Main Street
Suite 200
Irvine, CA 92614
(949) 221-8105 ext 2128
michael.loo@lpl.com

Mike Loo, MBA

Vice President of Investments

Mike's Story Sign up to stay in touch! Mike's Investment Philosophy

Welcome!

Welcome!  Many of us dream of being free to work when we want and how long we want, but how many of us are actually living the dream or can confidently say that we’re on track?  What’s keeping you from that financial independence?  Is it a tax burden?  Do you lack strategies appropriate for you to help reach both present and future goals?  Could the problem be your advisor, who doesn’t keep in touch with you or doesn’t return your important calls in a timely manner?

To review your situation and identify areas of improvement, email or call me at (949) 221-8105 ext 2128.  I’m client focused, take a comprehensive team approach to your investment strategy, and love to work with USC alums and fans.

Services Offered:

  • Comprehensive overview of your complete financial picture  (ie investments, insurance, estate planning)
  • Consultation with your other trusted advisors (ie attorneys, CPAs, etc) for a personalized team approach to your financial plan
  • Ongoing personal service
  • Quarterly, Semi-Annual, or Annual Reviews

Benefits:

  • Easy personal access to your trusted advisor
  • Quality support from a well established company
  • Customer Oriented Services
  • Customized financial roadmap towards retirement

Want to Get Started Right Away?

Start Your Financial Plan Online Now!


Helpful Content

Global vs. International: What’s The Difference?

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Best Performing Asset Classes

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

 

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

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9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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