Broker Check

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

Mike Loo, MBA

Vice President of Investments

Mike's Story The Cost of Procrastination Raise Your Retirement Income

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.  Through my guidance and experience, I can help empower you to grow and preserve your wealth, invest for the future, and plan for your retirement.  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, tax, 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

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 michael.loo@natplan.com.

*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!


Helpful Content

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

The New Red Scare: Chinese Ownership of U.S. Debt

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

 

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

View all articles arrow

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.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

A Look at Systematic Withdrawals

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

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

View all calculators arrow

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.

Your Cash Flow Statement

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

Retirement Plan Distributions

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

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

View all presentations arrow

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Should You Invest in Exchange Traded Funds?

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

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Can Election Results Predict the Market?

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

View all videos arrow