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.

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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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Time for a Spring Cleanup: Organizing Your Financial Records
Spring is a good time to clean out and organize financial records. This article offers guidelines on how long different types of records need to be retained.

Talk About These Money Matters Before the Wedding
Get an overview of financial topics couples should discuss to help keep surprises and disagreements from disrupting newlywed bliss.

A 529 Plan Can Help Jump Start Your College Fund
Do you know how a 529 savings plan can be instrumental in building a college fund? Read this article to find out.

Retirement Savings in a Volatile Market
Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.

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