2601 Main Street
Suite 200
Irvine, CA 92614
(949) 221-8105 ext 2128
[email protected]

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!


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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Assess whether you are running “in the black” or “in the red” each month.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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