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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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Tips for Healthy Life Insurance
If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.
Get to Know Your Beneficiaries
It's a good idea to review your beneficiary designations on a regular basis to help ensure there is no debate over who will inherit your retirement assets and receive your life insurance benefits.
Leaving Your Job? Put an IRA to Work
The way in which you handle your retirement plan assets when leaving a company is an important decision that could affect your retirement savings considerably.
Going Global
International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.
More Newsletters>>>
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September 04, 2010 @ 03:22 PM
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