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.
- 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
- Easy personal access to your trusted advisor
- Quality support from a well established company
- Customer Oriented Services
- Customized financial roadmap towards retirement
Take My Online Risk Assessment
Research shows that four out of five investors have more risk in their portfolio than they realize.* This excess of risk can subject you to greater losses in market downturns. Risk is different for every person based on their unique situation, stage of life, and personality. It is important to understand your personal risk preference so that you can ensure that your portfolio is in line with it and you aren’t caught off guard. Do you know your risk number? Check out my online risk assessment tool to see where you stand today!
Once you know your unique risk number, it’s time to make sure your portfolio reflects your risk level. Take the first step and reach out to me at (949) 221-8105 x 2128, or email me at firstname.lastname@example.org.
*Research by Riskalyze, LLC
Diversification helps you spread risk throughout your portfolio, so investments that do poorly may be balanced by others that do relatively better. Neither diversification nor rebalancing can ensure a profit or protect against a loss.
*Growth and Preservation are positioned as an investment goal. Investing in certain securities may help to hedge against certain risk, but does not imply any guarantee from loss.
Want to Get Started Right Away?
Start Your Financial Plan Online Now!
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
There are four very good reasons to start investing. Do you know what they are?
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Retirees traveling abroad need to know that their health insurance travels with them.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
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 will help determine whether you should invest funds or pay down debt.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It's easy to let investments accumulate like old receipts in a junk drawer.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Agent Jane Bond is on the case, cracking the code on bonds.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.