|
 |
Strategies for Financial Success
315 Arden Ave., Suite 14 CA
|
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.
|
 |  |
| |
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>>>
| |
The Problem with Investment Gains
Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.
Help Your Family Help You
Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.
Working for Social Security
There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.
HOT TOPIC: Celebrity Estate Planning Gone Wrong
Ever notice that celebrities seems to be experts at leaving their estates in chaos? Fortunately, their mistakes serve as useful reminders of why estate planning is so important.
More Newsletters>>>
|
|
 |
| |
September 04, 2010 @ 03:06 PM
|
 |
| |
 |
Educate
yourself on a variety of
financial topics. |
 |
A host
of financial tools to assist you. |
 |
Timely Newsletters to help you stay current. |
 |
|
Animated presentations to help you learn and decide. |
 |
|
Financial terms from A to Z.
|
 |
|