140 S. Lake Ave., Suite 351 Pasadena, CA 91101  Ph. 818-244-6986 Fax 818-436-4682

RETIREES: We help create retirement income plans focused on helping retirees maintain their lifestyle, manage distributions and taxes and preserve and protect their wealth.

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.

https://brokercheck.finra.org

BrokerCheck is a trusted tool that shows you employment history, certifications, licenses, and any violations for brokers and investment advisors.

Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.

College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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ISM Indexes Watch for Trouble on Both Sides of the Economy
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.

Managing Medicare Out-of-Pocket Costs
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.

Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

Housing Market Trends: Are They Helping or Hurting the Economy?
U.S. home values held steady in 2023, even as mortgage rates rose to the highest levels in a generation. What could the current state of the housing market mean for the broader U.S. economy?

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