|
 |
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>>>
| |
Retirement with All the Fixins'
One of the most appealing aspects of a traditional pension is a guaranteed lifetime income. Fortunately, you can begin building your own guaranteed lifetime income with a fixed annuity.
An Extra Layer of Protection
Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.
Beware the Better-Than-Average Effect
Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.
Love and Marriage and Retirement
More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.
More Newsletters>>>
|
|
 |
| |
September 04, 2010 @ 03:08 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.
|
 |
|