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.
- 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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It May Be Time for a Financial Checkup
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You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
When to start? Should I continue to work? How can I maximize my benefit?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
It sounds simple, but paying yourself first can really pay off.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
That big list of dreams and goals isn't the only way to look at your bucket list.
$1 million in a diversified portfolio could help finance part of your retirement.
Women must be ready to spend, on average, more years in retirement than men.
Do you know how to set up your financial goals for success? This knight does.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Learn how to harness the power of compound interest for your investments.