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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Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
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There are common mistakes you can avoid when saving for retirement.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
An inside look at how marginal income tax brackets work.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
What is your plan for health care during retirement?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What does your home really cost?
There’s an alarming difference between perception and reality for current and future retirees.
Why are 401(k) plans, annuities, and IRAs so popular?
Are you ready for retirement? Here are five words you should consider.