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, please schedule a call with me here or send me an email. 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

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

 

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Estimating Your Estate Taxes

Estate tax laws have changed a few times in recent years. Do you know the new rules?

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

View all articles arrow

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

View all calculators arrow

Retirement Plan Distributions

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

Principles of Preserving Wealth

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

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

Long-Term-Care Protection Strategies

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

View all videos arrow