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
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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
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
Bonds may outperform stocks one year only to have stocks rebound the next.
Marriage changes everything, including your insurance needs.
An inside look at how marginal income tax brackets work.
Tax preparation may be the perfect time to give the household budget a check-up.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Regardless of how you approach retirement, there are some things about it that might surprise you.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
The importance of life insurance, how it works, and how much coverage you need.
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.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A special needs trust helps care for a special needs child when you’re gone.
Pundits say a lot of things about the markets. Let's see if you can keep up.
How do the markets usually react to elections? Was the 2016 election any different?
Have you found yourself suddenly single? Here are 3 steps to take right now.
How will you weather the ups and downs of the business cycle?
There are hundreds of ETFs available. Should you invest in them?