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2447 Pacific Coast Highway Hermosa Beach, CA 90254

TEL.123-456-7890

No one strategy fits everyone Our team approach An Approach Designed For You

Serving Individuals

Whether you are investing to build wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.

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Business Planning

Business owners and professionals face special financial concerns. We offer qualified professional assistance to pursue your objectives.

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Investment Strategies

You can access your account information anytime, day or night. We encourage you to contact us when you have questions about your portfolio.

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Do Your Kids Know The Value of a Silver Spoon?

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Mastering Mobile Lingo

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

The Long Run: Women and Retirement

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

 

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

A Look at Systematic Withdrawals

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

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Your Cash Flow Statement

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Exit Strategies of the Rich and Famous

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

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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