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Strategies for Financial Success
315 Arden Ave., Suite 14 CA
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315 Arden Ave., Suite 14, Glendale, CA 91203 Ph. 818-244-6986 Fax 818-244-6987
INDIVIDUALS: Our mission is to help people develop a strategic, in-depth plan that can help them with the financial issues that affect their lives. Whether planning for education, future retirement, or the unique needs of retirees, we create a personalized plan for each client. Using that blueprint, we help our clients build an investment strategy based on their financial goals.
EMPLOYERS AND ORGANIZATIONS: We also offer a variety of financial education programs. Financial education has become a desirable benefit that employers and organizations can provide for their employees and members. These low cost, high impact programs, conducted at the worksite, help participants improve their fiscal well being and prepare for the future.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
More Calculators>>>
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Inflation Gets Personal
The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.
A Simple Way to Help Your Family
A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.
Getting the Right Mix
Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.
Are Target-Date Funds Off Target?
Target-date funds are not for everyone, so it's important to gather all the facts.
More Newsletters>>>
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September 04, 2010 @ 03:15 PM
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Educate
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A host
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Animated presentations to help you learn and decide. |
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Financial terms from A to Z.
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