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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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
How Income Taxes Work
A quick look at how federal income taxes work.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Good employee health can be great for the company’s bottom line.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
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 will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Do you know these three personal finance sayings?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Agent Jane Bond is on the case, cracking the code on bonds.
Women must be ready to spend, on average, more years in retirement than men.
$1 million in a diversified portfolio could help finance part of your retirement.
What if instead of buying that vacation home, you invested the money?